Using Groups for Streamlined Access Management

updated 5 mths ago
3replies

Groups simplify the process of granting access to multiple private categories at once. This is particularly helpful if you have a large number of private categories or frequently need to adjust user permissions.

Create a Group

1. Navigate to Admin > Users > Groups.

2. Click Add User Group.

3. In the Group > Access section, check the boxes next to the private categories you want the group to access.

4. Click Save.

Adding Users to a Group

You have a few options for adding users:

Add Multiple Users at Once

1. In the Group > Users section, click Add.

2. Paste a list of email addresses (one per line).

3. Uncheck Send invitation.
4. Click Save.

Add Individual Users

1. Go to Admin > Users.
2. Find the user you want to add, expand their Groups section, and click the name of the group(s) you want to assign them to.

Add Users via Single Sign-On (SSO)

If you use SSO, you can also add users to groups through your SSO system. Refer to the specific instructions for your SSO type (e.g., SAML SSO for Okta, Token-based SSO).

Creating Domain Groups for Automatic Access

Domain Groups make it even easier to manage access. By creating a Domain Group, you grant access to specific categories based on the user's email domain. For example, you could create a Domain Group for your company's email domain to automatically grant all employees access to certain private categories.

1. Go to Admin > Users > Groups.
2. Click Add Domain Group.

3. Enter a group name and the email domain(s) you want to include (one per line).

4. Click Save.
5. Expand the Access panel and select the categories you want this group to access.

6. Click Save.

Now, anyone with a verified email address matching the specified domain(s) will automatically have access to the assigned categories.

Key Points to Remember

Groups are ideal for managing access for multiple users simultaneously.
You can add users to groups manually, through SSO, or automatically via Domain Groups.
Domain Groups are a powerful way to streamline access based on email domains

- Carola_Ahlsson
- 5 yrs ago
- Reported - view
Hi! I created a user Group like the above description (Potentiella kunder) and gave it access to only one category (Genomförda marknadsföringswebinars). I then added a user in the Group and logged in as that user. I can still see all the categories, though I should only see one category?

Note: I want all my Community members in the domain Groups to see all categories, but the members in the Group Potentiella kunder to see this single category.

What did I miss in the setup?
- Forumbee
  
  5 yrs ago
  
  Reported - view
  Hi Carola ,
  
  To achieve this scenario, here is the configuration you will need:
  
  Make all categories private by going to Edit Category > Access > Select 'Specific Users'. (See steps in this article.) You'll need to do this for each category.
  
  In each domain group, grant access to all categories:
  
  In the group "Potentiella kunder" assign access to the "Genomförda marknadsföringswebinars" category.
  
  After following these steps, users in the group "Potentiella kunder" should only be able to see the "Genomförda marknadsföringswebinars" category, but only if their email address is not matching any of the domain groups.
  
  I hope that helps! Thank you!
- Carola_Ahlsson
- 5 yrs ago
- Reported - view
Thank you very much, I will try that!/Carola