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Knowledge Base / Getting Started with one2edit™ v4 / For Administrators – Users & Groups – v4

Creating a User Group

Created on 16th June 2023 at 11:50 by Jamie O'Connell



A User needs to be assigned to a User Group in a Client Workspace in order to log into and use one2edit™. User Groups grant permissions to the users in the group (e.g. administer documents/projects, delegate jobs, administer users, etc.). Users can belong to more than one group, and will have the permissions from all their groups.

NOTE: The permissions granted by User Groups have nothing to do with document-editing rules. These are fully controlled for all users via Content Groups and Content Rules.

NOTE: An Administrator group is always present by default in a new Client Workspace.

Dialog: Users and Groups

Click Settings > Users and Groups in the Navigation Menu. This will open the Users and Groups dialog.

NOTE: If this is a new Client Workspace, you will only see a group named Administrator. You will need to create any other User Groups that you require.

Create and Name a Group

  1. Click New Group in the Option Menu
  2. Give the new group a meaningful name and description (description is optional)
  3. Click Apply to create the new User Group and activate the Permissions tab

NOTE: You can open the Group Properties dialog by double-clicking on the User Group, or choosing Properties from the group's Option Menu.

NOTE: If you have a User Group selected before clicking New Group, your new User Group will be created as a child group of that parent. You can de-select a User Group in the usual way (e.g. Cmd-Click/Ctrl-Click).

Assign Permissions to the User Group

  1. Open the Permissions tab. This tab is only active after you have created the User Group (i.e. by clicking Apply).
  2. Check the boxes for all permissions that should be granted to the users in this group. In this example, we have granted all Regular User Permissions by checking the box at the top of the column.
  3. Click Save.

You can now add Users to your new User Group.

NOTE: You can assign any subset of permissions to a group. For example, if you do not want users in the Translators group to delegate Jobs, you can un-check the Job > Delegate permission.




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