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Knowledge Base / Getting Started with one2edit™ v3 / For Administrators – Users & Groups

Moving users between user groups

Created on 08th December 2016 at 17:55 by Jamie O'Connell



This lesson will tell you how to move users from one user group to another.

NOTE:

You cannot drag and drop users from one user group to another. This means that moving a user requires two separate steps:

  1. Adding the user to the new user group.
  2. Deleting the user from the old user group.

NOTE:

Moving a user to another user group will not affect the jobs that have been assigned to that user (i.e. the user is still the same user).

However, if jobs were assigned to entire user groups (i.e. not to a specific user), then the user will no longer have access to jobs that were assigned to the old user group.

NOTE:

You can check your version of one2edit™ by following the instructions in the lesson "How to check what Version of one2edit™ you are using".

Part 1: Adding a User to a one2edit™ User Group

Users can be in multiple groups at once.

Therefore, we will first add the user to the new (target) user group.

NOTE:

If a user is assigned to more than one group, that user will have a combination of the privileges from all user groups to which they are assigned.

Click 'Settings > Users and Groups'

Click 'Settings > Users and Groups'

Click on 'Settings > Users and Groups' to open the 'Users and Groups' window.

'Users and Groups' Window

'Users and Groups' Window
  1. Select the group to which you want to move the user, i.e., the target user group.
  2. Click 'New > Add User'.

'Add' - Adding an Existing User

'Add' - Adding an Existing User
  1. Fill in the username in the 'User' field, i.e., their email address.
  2. Choose a 'Domain' from the drop-down menu, if required (if you are using one2edit™ Express, leave the 'Domain' as 'local').
  3. Click the 'Add' button to add this user to the chosen user group.

NOTE:

If you wish, you may instead choose the existing user from a list of users via the 'List' tab, or search for the user via the 'Search' tab.

Part 2: Deleting a User from a one2edit™ User Group

Once the user has been added to the correct user group, they still need to be deleted from the old user group.

'Users and Groups' Window

'Users and Groups' Window
  1. Select the group from which you want to delete the user, e.g. the 'Editor' group.
  2. Select the user whom you want to delete from that group.
  3. Click the 'Delete User' button.

NOTE:

Do not click the 'Delete Group' button, as this will delete the entire user group (which may not be the desired outcome).

Confirm your decision

Confirm your decision

Confirm your decision to delete the user from the group by clicking 'Yes'.

NOTE:

If users are deleted from a user group, then they will not be removed from the workspace per se:

  • If the users are only present in one user group, deleting those users means deleting them from the workspace. Users that have been deleted from a workspace are still present in the system. Therefore, these users can be re-added (via 'Add User > Add') at a later stage, and their password will be the same.
  • If users are present in multiple user groups, they will of course remain in the workspace after they having been deleted from a single user group.

User deleted

User deleted

The user has been deleted from the old user group, and so only exists in the new (target) group.

NOTE:

The user will now have the permissions of the new user group, and will no longer have the permissions from the old user group.




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