Creating group folders using the Resources tool

Note: To complete the procedures in this document, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

The Resources tool allows you to create folders accessible only by a specified group.

Creating a group

To create a group folder, you must first create a study group. For help, see Managing groups.

Creating a group folder

To create a group folder, follow these steps:

  1. In the menubar, click Resources. Next to the folder in which you want to create a new group folder, from the Add menu, choose Create Folders.

  2. Enter a title.

  3. Click Add details for this item.

  4. Under "Availability and Access", select Display this file to selected groups only. Place a checkmark next to the groups you wish to allow access, and then click Create Folders Now.

Managing permissions for group folders

Once you have created a group folder, you may need to manage permissions in order to adjust the level of access for site participants. For detailed instructions, see Changing the permissions for a folder in Resources.