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Using Groups to Manage Access

With Groups you can manage bulk user assignments to private categories. This is useful if you have multiple private categories and need to assign sets of users all at once. (Access to the Groups feature varies by plan.)

Create a Group

1. In Admin > Users > Groups, click Add user group:

2. In the Group > Access section, check the private categories to grant access and click Save:

 

Add a List of Users to a Group 

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

2. Paste a list of email addresses one per line and click Save:

  

 

Add a Single User to a Group

Locate the user in Admin > Users, expand the Groups section and click the group(s) to assign:

 

Create a Domain Group

Domain Groups allow you to grant access to categories based on the user email domain. Users with matching email domains will automatically be granted access to categories assigned to the Domain Group. For example, you can grant all employees access to a set of private categories by creating a Domain Group with your company email domain.

 

In Admin > Users > Groups, click Add domain group:

 

Enter a group name and one or more email domains to grant access, one per line. Then click Save

 

Next, expand the Access panel and select the categories to assign. Then click Save:

Users with a verified matching email address will automatically be able to access the categories you have assigned here.

5 replies

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    • Julia_Elliott_Brown
    • 5 yrs ago
    • Reported - view

    I can't see Groups within my Users section - is this feature available on the Premium plan?

      • Forumbee
      • 5 yrs ago
      • Reported - view

      Hi Julia , the Groups feature is only available on the Enterprise plan. Thank you!

    • 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:

      1. 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. 
         
      2. In each domain group, grant access to all categories:


         
      3. 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