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using_groups_to_set_up_a_sharing_workflow

This is an old revision of the document!


Using Groups to set up a sharing workflow

The 'Groups' tab on the sidebar allows you to create groups of users and manage access to the content you have created. With 'Groups' you can set up a workflow from a specific case collections and the users that have access to review the cases.

How to do it

Start in the sidebar via Groups, you now see all existing groups. If you want to add a new group click '+ new Group'. In the example below there already is a case sharing group.

Click the edit icon next to your group to start adding members and content

Adding existing members of an organisation (1) and inviting new users (2) can be performed in the “User” tab.

The different roles are Manager, Editor and Member.

  • Managers have all rights including uploading, sharing and payment plans.
  • Editors have all rights related to content creation and user management.
  • Members can only see what was assigned to them by Editors or Managers, and have no rights to upload slides or change content.

Since you may want to work with multiple case reviewer groups per case review workflow make sure you give your reviewer the 'Member' role' so they can only see the cases asigned to them. Not sure how to change or assign roles, please read Group management

Now proceed to the Collection tab in the menu

You can get an overview of the group in Info [1]
You can edit the users in a group in [2]
Content for the users in your group can be assigned via the Collections, Slideboxes, Courses and Quizzes tabs [3]
You can read more about assigning content to groups here

Any new content will be visible for the group members when they login, and you can push mail notifications to them about new content using the blue 'Notify Members' email button at the top

using_groups_to_set_up_a_sharing_workflow.1752487428.txt.gz · Last modified: 2025/07/14 13:03 by rudy