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

Creating User Groups

Created on 28th November 2016 at 18:02 by Jamie O'Connell



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

User groups grant specific permissions (e.g. administer projects, delegate jobs, etc.) to the users in those groups.

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

NOTE:
These permissions are not to do with editing jobs. Such editing permissions are controlled via Content Groups and Content Rules.

Click 'Settings > Users and Groups'

Click 'Settings > Users and Groups'

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

Create and Name a new Group

Create and Name a new Group
  1. Click 'New > New Group'
  2. Give the new group a meaningful name
  3. Give the new group a description (optional)
  4. Click 'Apply' to create the new group and activate the 'Permissions' tab

NOTE:
Clicking 'Apply' does not close this window. It will create the new group and activate the 'Permissions' tab in the 'Group Details' window.

NOTE:
Do not select the Administrator group before creating your new group. If the Administrator group is selected when the 'New Group' button is pressed, then the new group will be created as a 'child' group of the Administrator group. You can de-select a selected item in one2edit™ by using the usual method for your computer's operating system (e.g. 'CMD-click' on Mac OS X, 'CTRL-click' on a Windows PC, etc.).

Assign Permissions to a User Group

Assign Permissions to a User Group
  1. Click 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).
  2. Check the boxes to provide the required permissions to the users in this group. Checking the box at the top of a column will assign all of the permissions from that column to this group.
  3. Click 'Save'.

NOTE:
You can assign any subset of permissions to a group. For example, if you do not want your 'Translators' group to delegate jobs to other users on the workspace, you should un-check the "Job - Delegate" option.

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

ASIDE - Creating 'Parent' or 'Child' User Groups

ASIDE - Creating 'Parent' or 'Child' User Groups
  1. If no user group is selected when 'New > New 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 'New > New Group' is clicked, then the new user group will be a 'child' user group with the selected user group as a '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 the new group and add users.

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 possible to select this permission for any child user group.

ASIDE - Creating a server-managed user group

ASIDE - Creating a server-managed user group

If you have an LDAP server, where user groups already exist, you can add user groups from there.

  1. Click 'New > New Managed Group'
  2. Fill in the properties for the server-managed user group
  3. Click 'Apply'

You can now assign one2edit permissions to this group as normal.

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




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