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Use Case 1: Setting Up a New Team

Create a shared workspace for a new team with appropriate access levels and permissions.

Team Management Last Updated: May 2026 WebPal 4.2+

Scenario

A new marketing team of five people needs a shared workspace for their documents, with different access levels.

Steps

1. Create the team group

  1. Log in as an administrator.
  2. Navigate to Server → Groups → Add Group.
  3. Name the group "Marketing Team" and add all five team members.
  4. Click Save.

2. Create a shared drive folder

  1. In the Documents section, navigate to the top-level System Drive.
  2. Create a folder called "Marketing".
  3. Inside it, create sub-folders: "Campaign Assets", "Reports", "Templates".

3. Assign the shared drive

  1. For each team member, go to their user profile (Server → Users, click the user).
  2. In the Shared Drives section, assign the "Marketing" folder.
  3. Set permissions according to each person's role:
    • Team Lead: Full permissions (all checked)
    • Senior staff: View, Download, Add Documents, Create Folders
    • Junior staff: View, Download only

4. Upload initial content

  1. Navigate to the Marketing shared drive.
  2. Upload company templates, brand guidelines, and any existing documents using drag-and-drop.

5. Notify the team

Send the team their login credentials using the Send Login Details button in each user's profile. Each user receives an email with their WebPal URL, username, and password.

Result

The team can log in and immediately access the shared drive. Senior staff can add and organise files. Junior staff can browse and download.