About Group Rules & Permissions

The Groups module is where it is possible to manage what level of permissions Groups have to access each area of the platform. Individual users are then added to a Group or multiple Groups which will control the level of access they have to certain modules or specific folders. 

Please note: If you are a main admin user and need to create a new group or edit permissions to an existing one , please consult your Account Manager first to scope out your requirements.

To access the Group section of the platform, navigate to Admin and then select the "Groups" Tab.

ADDING A NEW GROUP - OVERVIEW

There is a 3-step process to creating a Group & granting permissions.

1. Set Main Details:

On the Main Details tab, enter the Group Name & an optional description. Click Next to continue to the next step. 

2. Select Users:

In Step 2 you can select the users that will belong to that Group.

You can view a basic or a detailed list of all users of the platform. You can search for users by name and sort using the options in the dropdown.

To select a user, click the checkbox. Selected users will appear in the Selected tab.

3. Set Permissions:

Step 3, "Set Permissions" allows you to grant permissions for your platform. In this view, you can see all of the modules of the platform if you scroll down the list. 

To allow users within that Group to view a module, so users can view it on the navigation menu and access it, enable the toggle or switch (highlighted below) in the Access column.

Create & Admin level permissions are both activated by enabling the toggle in that column. As the highest level of Permission available, the Admin toggle overrides all other options.

You can click the tooltip next to each module name to see what each permission level corresponds to.

After enabling the module, you can then grant Default Permission Rules for All content, or for specific content based on the Creator, such as Group Created using these dropdown menus. 

You can also apply Custom Permissions details by clicking the Details button under the Content column. These custom permissions will override any default rules applied (also referred to as General Rule).

To finish creating your Group, click Save & Exit.