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To create a group:
Click the Admin Console icon option in the upper right-hand corner the menu bar at the top of the PreVeil browser application, and then select Approval Group Groups from the left-hand menu.
Click on the plus sign icon under the Manage tab.
Give the group a name, and then type in the email address of the first user you want to add. When the user’s email address shows up in the pre-filled drop-down menu, select it to add the user to the group. Repeat to add at least two more additional users to the group. (Remember that you will need to add at least three users before you can create the group; the Create Approval Group button will remain grayed out until at least three users have been added to the group.)
Once at least three users have been added to the group, click on the Create button.
If you create a group with more than three users, then you will have additional options to select from in the How many approvals are required for recovery drop down menu for the required number of approvers
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Click on the Assign tab in the Approval Group section of the Admin Console.
Click on the Assign button next to either Admin Management or Data Export. For this example we’ll use Data Export.
Select the group that you want to assign to that activity from the drop-down list.
You will see the details about the group you selected. Click Assign to assign the group to the activity.
You will receive a confirmation message that the selected group is now assigned to the activity.
To assign an Approval Group as the Recovery Group for your organization’s users
Select Approval Group from the left hand menu, then click on the Assign tab.
Click on the Manage Users button.
Click on the checkbox next to the user (or users) you want to assign the Recovery Group to. (You can assign it to more than one user at a time.)
Click on the Set Recovery Group button.
Select the group that you want to assign as the Recovery Group from the drop-down list.
You will see the details about the group you selected. Click Set Recovery Group to assign the group to the users.
You will receive a confirmation that the group will now be assigned as the Recovery Group for the selected user (or users).
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Note: The user’s computer needs to be online for the Recovery Group to be successfully assigned. If the user’s device is not online, the Recovery Group will not be assigned to the user’s account. The recovery group will show up in the admin console, but the assignment will be incomplete. If the user’s device doesn’t come online within two weeks of the group being assigned, the assignment will fail, and the group will be removed from the user’s entry in the admin console. |
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Select the checkbox of the group you want to copy, and then click on the copy icon.
You can then make any changes you want to that group, like changing the name (which is required as you cannot have two Approval Groups with the same name), adding additional users, deleting existing users, and changing the number of required approvers. Once all changes have been made, click on the Create button.
You will receive confirmation that the new group has been created.
Replacing an Approval Group
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Select the checkbox of the group you want to delete, and then click on the trash can icon.
Click Yes to confirm.
You will receive a notification that the group has been deleted.
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Note: You will not be able to delete an Approval Group if it is currently assigned to an activity. If this is the case, that Approval Group will need to be replaced before it can be deleted. See the Replacing An Approval Group section above for steps on how to do this. |
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