5. Groups

The Groups feature allows you to organize users into groups for efficient management. By sharing books at the group level, you can automatically handle member additions and removals.

Note: The Groups tab is only available to users with plans that include workgroup features (Enterprise, Business, Team) or users with administrator privileges (Owner/Admin). This tab will not be displayed if these conditions are not met.

5.1 Group List

Opening the Groups tab displays a list of groups.

Display Items

Viewing Group Members

The Users column displays icons and names of belonging users. If there are many members, click the "..." icon to view all members.

5.2 Selecting a Workgroup

You can switch the displayed workgroup from the dropdown at the top of the group list.

1. Click on the Workgroup name
2. A dropdown menu appears
3. Select the workgroup you want to display

Note: Groups are managed per workgroup. Switching workgroups displays the groups of that workgroup.

5.3 Creating a Group

To create a new group:

1. Click the Add button
2. The Add Group dialog appears
3. Enter the following information:

1. Click the Create button

Selecting Members

1. Click the Add button in the Members section
2. The user selection dialog appears
3. Select users to add
4. Click the Confirm button

5.4 Editing a Group

To edit an existing group:

1. Click the Edit button () of the group you want to edit in the group list
2. The Edit Group dialog appears
3. Modify the information:
4. Group Name
5. Add/remove members
6. Change parent/child groups
7. Click the Save button

5.5 Removing a Group

To remove a group:

1. Click the Remove button () of the group you want to remove in the group list
2. A confirmation dialog appears
3. Click the Remove button

Note: Removing a group does not delete the users who belonged to the group.

Note: Removing a group also removes sharing settings for that group.

5.6 Managing Group Members

Adding Members

1. Open the Edit Group dialog
2. Click the Add button in the Members section
3. Select users to add
4. Click the Save button

Removing Members

1. Open the Edit Group dialog
2. Click the × button of the user you want to remove in the Members section
3. Click the Save button

Viewing All Members

1. Click the "..." icon in the group list
2. The group member list dialog appears
3. You can view all members

5.7 Referenced and Reference Groups

Groups can have a hierarchical structure.

Referenced Groups (Parent Groups)

• When you set a referenced group for a group, sharing to the referenced group automatically applies to the reference groups as well
• Members of the referenced group include members of reference groups

Reference Groups (Child Groups)

• When you set reference groups for a group, that group becomes a referenced group
• Sharing to a reference group does not apply to referenced groups

Setting Hierarchy

1. Open the Edit Group dialog
2. Click the Add button in the Referenced groups or Reference Group section
3. Select the group to set
4. Click the Save button

Tip: You can represent organizational structures like Department > Team > Project using groups.

5.8 Importing Groups

You can bulk import groups and members from a CSV file.

1. Click the Import button ()
2. The Import dialog appears
3. Select a CSV file
4. Preview the content
5. Click the Import button

CSV File Format

GroupName,Username
Sales,user1@example.com
Sales,user2@example.com
Development,user3@example.com

Note: Users to be imported must already be members of the workgroup.

5.9 Exporting Groups

You can export group and member information as a CSV file.

1. Click the Export button ()
2. The Export dialog appears
3. Select groups to export (all or selected)
4. Click the Export button
5. A CSV file is downloaded

Exported CSV Format

The exported CSV contains the following information:

• Group Name
• Username (email address)
• Last Name
• First Name

← Previous: 4. Share | Next: 6. Workgroup →