Managing Groups and Folders
An introduction to group and folder management in Simmify.
Groups
In Simmify, groups are at the top of the hierarchy and are essential for organizing your team and data. Each group contains one or more folders, which store the data that can be searched and managed. Groups make it easy to collaborate by allowing multiple users to access and work on the same data.
Creating, Managing, and Deleting Groups
To create or manage a group, follow these steps:
Navigate Sidebar
Go to the sidebar in your dashboard and click on Manage Groups. This will take you to a screen that lists all your current groups.
Create group
To create a new group, click the + Add New Group button.
Optional: Change group
To change the group's name or delete the group, click the 3 vertical dots next to the name. This will open two options for changing the name or deleting the group.
Creating and Managing Folders
Managing folders happens on the same screen as managing groups.
Navigate Sidebar
Go to the sidebar in your dashboard and click on Manage Groups. This will take you to a screen that lists all your current groups.
Select group
To create a new folder, select the group you would like to add the folder to.
Add folder
Press the Add New Folder button.
Optional: Change folder
You can change the name or delete the folder by pressing the 3 vertical dots next to the name. This will open two options for renaming or deleting the folder.
Inviting People to Groups
To invite others for collaboration on the same group, ensure you have enough seats purchased (see the pricing page):
Navigate Sidebar
Go to the sidebar in your dashboard and click on the Invite menu option.
Select group
Select the group you would like to invite someone to.
Invite
Type in their email and press the Send Invite button.. If they haven't created an account yet, they will see the invite as soon as they sign up.
Optional: Delete invites
If you'd like to delete the invite, follow steps 1–3, then click on the name of the invitee to delete the invite.
Automatic Group Join and Folder Sharing
For users who sign up with a Microsoft (Azure) account, Simmify offers automatic group join functionality. This feature allows members from the same organization to be automatically added to groups and gain access to shared folders, streamlining collaboration across teams without the need for manual invites.