Manage Groups

Groups allow you to easily manage access to your Projects and Plans, and manage administration permissions in your StrataSite™ Portal. For example, if you want a User to view Plans but not be able to create or update Plans, simply create a Group and assign the preferred project permissions. With Groups you can:

  • Allow a grouping of Users to view specific Projects and Plans in your Portal
  • Allow a grouping of administrators to have specific permissions in your Portal

In this article, we will explain:

  • How to access the Groups page
  • How to add a Group
  • How to set custom Group Permissions
  • How to edit or delete a Group
  • How to add Users to a Group

ACCESS THE GROUPS PAGE

To access the Groups page, click the drop-down menu in the upper-left corner of the page and select the Groups link (Fig. 1).

Figure 1.The Groups link

ADD A GROUP

From the Groups page (Fig. 2), click the Add Group button at the upper-right corner of the page.


Figure 2. The Groups page with Add Group button (upper-right corner)

From the Add Group page (Fig. 3), you can enter:

  • Group Name: Group names are only visible to administrators
  • Custom ID / External ID: A client-provided external ID used to look up this group from the Konvert API
  • Permissions: If permissions are needed for this Group, you can select the Set Permissions toggle (Fig. 3, bottom)

Figure 3. The Add Group Page with Set Permissions toggle and Save and Cancel buttons

SET CUSTOM GROUP PERMISSIONS 

No Custom Permissions Needed: Leave the Set Permissions toggle unchecked. Users in this Group will be able to view basic parts of the portal, such as assigned modules and/or assets.

Figure 4. The Set Permissions page with Save, Cancel, Add User and Delete buttons

Portal Administrative Permissions

Check the appropriate box to grant Users permission to:

  • Manage DAMs
  • Manage Groups
  • View Portal Metric Reports
  • Manage Users
  • Manage LMS Modules
  • Manage Accounts
  • Manage News
  • Manage Portal Configuration Settings 

Account-Level Permissions

Check the appropriate box to grant Users permission to:

  • Manage Users in the same Account
  • Manage Account and Location data in the same Account
  • View All Users in the same Account

View Only Permissions

Check the appropriate box to grant Users permission to:

  • View All Users
  • View DAMs
  • View All Accounts

StrataSite Permissions

Check the appropriate box to grant Users permission to:

  • Create StrataSite Projects
  • Update any StrataSite Project
  • Delete any StrataSite Project
  • View all StrataSite Projects

When you are done configuring Permissions, click the Save button to continue or the Cancel button at the lower-left corner of the page (Fig. 4) to revert without any changes.

EDIT AND DELETE GROUPS

In the list of Groups (Fig. 2), click on the Group you would like to edit to go to the Edit Group page. Make the desired name and/or permissions changes and click the Save button.

To delete the Group, click on the Group you would like to delete and click the Delete button at the lower-right corner of the page (Fig. 4).

ADD USERS TO A GROUP

To add Users to a Group, click on the Add User button in the lower-right corner of the Edit Group page (Fig. 4).