SET UP & MANAGING
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      1. Help Center
      2. SET UP & MANAGING

      Group Settings

      If you are an Account or Group administrator you will have access to the Group Settings.

       

      In the Group Settings area you will find:

       

      General info

       

      Here you can alter the Group name and URL for the group. It is also possible to connect 2 groups into one another just by using the subgroup & main group functionality.

       

       

      When you click on the “click to select” option, you’ll be offered the list of the groups you can create a relationship with.

       

       

      If you want to remove the group from your portal, you can click on “Remove group” button. Even after deleting it, you can restore it or permanently delete it at group trash.

       

       

      Tools

       

      Here you can choose which Clinked tools to have enabled or disabled. Use the toggle to change.

       

       

      Besides, you will see a cog icon next to the “Files” and “Shortcuts”. When you click on the cog icon next to the Files, a popup for configuration will appear. This setting allows you to drag the files to move them inside the folders.

       

       

      When you click on the cog icon next to the Shortcuts, a popup for configuration will appear. This setting allows you to change the layout of Shortcuts, the way it looks on your Group/Clients page.

       

      Notifications

       

      Here you can configure the notifications settings for the group

      • Customize the notification frequency using the toggle- hover over the 'i' for an explanation of each setting
      • If the “Hide comments in notification emails” setting is enabled, the actual content of the comment will not be included in the email. Instead, the email might just notify you that a comment has been made and provide a link or instructions to view the full comment on the Clinked platform.

       

      Members

       

      If you are a group admin you can:

      1. Invite/remove a member to your group
      2. Set permissions for members role within the group
      3. Edit a members profile
      4. Customise group appearance
      5. Manage group settings
      6. Create and manage tasks
      7. Manage files and folders

      Watch the below video to learn how to manage group members

      Export

       

      Here you can export your group data in zip. format. You will receive a link by email when it's ready to download.

       

       

      Advanced Settings

       

      Advanced Settings allow you to:

      1. Disable the comments tab on all features (files, notes etc.)
      2. Disable chat for the group
      3. Hide the members area from members with basic permission

       

      Document Watermarking

       

      If you are on the Premium or Enterprise package with Clinked, you can add watermarks to your files. In the group settings you can enable the feature.

       

       

      When you scroll down in the same page, you will also see a gif, which shows you how to apply Watermarking to your files.

       

       

      If you need extra help with group settings and such, please do not hesitate to contact us via our email address: support@clinked.com