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Using Groups to Manage Category Access

Groups primarily simplify managing access to private categories by letting you grant permissions to multiple users simultaneously. This is especially useful when managing numerous private categories or frequently updating user permissions. Groups can also be @mentioned in posts to notify multiple users at once, though their main purpose is access control.

Creating a User Group

  1. Navigate to Admin > Users > Groups
  2. Click Add User Group

  3. In the Group > Access section, select the private categories for this group

  4. Click Save

 

Adding Users to Groups

There are three ways to add users to groups:

1. Add Multiple Users at Once

  1. Go to Group > Users
  2. Click Add

  3. Paste email addresses (one per line)

  4. Optionally uncheck Send invitation
  5. Click Save

2. Add Individual Users

  1. Navigate to Admin > Users
  2. Find the specific user
  3. Expand their Groups section
  4. Click the name of the desired group(s)
  5. Your change is saved automatically 

 

3. Add Users via Single Sign-On (SSO)

If your community uses SSO, users can be automatically added to groups through your SSO integration:

  1. Configure your SSO integration to specify which user groups should be assigned to users
  2. Once configured, users will automatically join their designated groups upon sign-in
  3. For specific setup instructions, refer to your SSO documentation:

Using Domain Groups for Automatic Access

Domain Groups automatically grant category access based on email domains. For example, you can give all employees with @yourcompany.com addresses access to internal categories.

To create a Domain Group:

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

  3. Enter:
    • Group name
    • Email domain(s), one per line (e.g., yourcompany.com)

  4. Click Save
  5. Expand the Access panel
  6. Select categories for this group

  7. Click Save

Once configured, users with verified email addresses matching the specified domain(s) automatically receive access to the assigned categories.

Key Benefits

  • Efficient Management: Update permissions for many users at once
  • Flexible Options: Add users manually, through SSO, or via Domain Groups
  • Automated Access: Domain Groups automatically handle permissions based on email domains
  • Scalable: Easily manage access as your community grows

3 replies

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    • Carola_Ahlsson
    • 6 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
      • 6 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
    • 6 yrs ago
    • Reported - view

    Thank you very much, I will try that!/Carola