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Knowledge Base / Administrators – Preparing your one2edit™ v4 Workspace / Adding Users & User Groups - v4

Creating User Groups

Created on 09th February 2024 at 18:01 by Jamie O'Connell



In order to log in to one2edit™, a user needs to be assigned to a user group in a Client Workspace.

Permissions can then be granted to users via the user-group permissions (e.g. administer projects, delegate jobs, read notes, etc.).

NOTE: An Administrator group is present by default. This lesson is about adding further user groups.

NOTE: Document-editing permissions are managed via Content Groups and Content Rules.

Create and Name a new Group

  1. Click Add Group in the folder action menu
  2. Give the new group a meaningful name (and a description, if desired)
  3. Click Apply to create the new group and enable the Permissions tab

NOTE: Clicking Apply does not close the dialog. It will create the new group and activate the Permissions tab.

NOTE: Do not select the Administrator group before creating your new group. If the Administrator group is selected when Add Group is clicked, then the new group will be created as a child user group of the Administrator group. You can de-select a selected item by using the usual method for your computer's operating system (i.e. Cmd-click on Mac OS X, Ctrl-click on a Windows PC, etc.)

Assign Permissions

  1. Select the Permissions tab. This will only be active if the group exists (i.e. if you have clicked the Apply button, as mentioned in the previous step).
  1. Collapse the Administrator User Permissions by clicking the triangle to the left (unless you wish to enable some for this user group).
  1. Check boxes to provide the required permissions to the users in this group. Permissions are described in detail in the Description of User-Group Permissions article.
  2. Click Save.

NOTE: A child group can only choose from the permissions that have been enabled for its parent group. Therefore, if some permission options are missing, it is because the parent group does not have those permissions.

ASIDE - Creating Parent/Child User Groups

  1. If no user group is selected when Add Group is clicked, then the new user group will be a parent user group, i.e., created at the top level.
  2. If a user group is selected when Add Group is clicked, then the new user group will be a child user group of the selected parent, i.e., created one level down in the hierarchy.

NOTE: If you do create a child user group, the branch will not expand automatically. You will need to manually expand it in order to see and edit the new group.

NOTE: Child user groups may only have a subset of the permissions assigned to the parent group. For example, if the Delegate Job permission is not selected for the parent user group, then it is not an option for any child user group of that parent.

ASIDE - Creating a server-managed user group

If you have an external user server (e.g. LDAP, AD, etc.) where user groups are already set up, you can add these externally-managed user groups.

  1. Click Add Managed Group in the action menu.
  2. Fill in the properties for the managed user group.
  3. Click Apply.
  4. You can now assign one2edit permissions to this externally-managed user group.

NOTE: If there are no servers displayed in the User Server drop-down menu, please speak to your local one2edit™ system administrator, or contact support.




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