Zotero Basics: Group Settings

Click on the Group Settings link to edit your group information, member settings, and library settings.

On the Group Information screen you can edit:

• Group Name
  • Change the name of the group
• Description
  • Add a description of the group
• Disciplines
  • Select disciplines that describe the group
  • This is optional and only useful if it's a public group
• Group URL
  • Link to your Group's website if you have one
• Enable Comments
  • This might be useful for allowing group members to communicate with each other about the group
• Transfer Ownership (for group owners only)
  • Use the new owner select tool and click transfer

Click on the Group Settings link to edit your member settings.

On this screen you manage:

Adding Members

• See a list of the group members
• For closed groups, you must invite the group members and they must accept your invitation to join
• For open groups, potential members request admission and you approve or deny their membership
• Update the roles for each group member
  • Select the role and click on the "Update Roles" button
  • This is also how you can remove members from the group

Member Invitations

• When inviting new members, it is best to use people's Zotero account names
• If using email addresses, they must be those associated with their Zotero accounts
• Invited members will receive an email notifying them of the invitation
• They must log into their Zotero accounts to accept the invitation
  • Click on "Groups"
  • Look for group invitations at right and select "Join"

Group Roles

• Use the Group Role option for each member to make them either an admin or a member
• This is also how you remove group members

Click on the Group Settings link to edit your library settings.

On this screen you can control:

• Group Type
  • NOTE:  Public open groups cannot use the file-sharing features of Zotero
• Library Reading
  • Control who can see the items in the group library
• Library Editing
  • Determine who can add, edit, or remove items from the group library
• File Editing
  • Determine who can work with files stored in the group library