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

Creating your first one2edit™ User Group

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



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

User groups grant specific permissions (e.g. administer documents/projects, delegate jobs, administer users, 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 documents (which 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.

'Users and Groups' Window

'Users and Groups' Window

We can now see the local user groups for our workspace.

Selecting a user group will display the users within that group.

NOTE:

At this point, do not select the Administrator group.

If the Administrator group is selected, then the new group that we create 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.).

Create and Name a Group

Create and Name a 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 group and activate the 'Permissions' tab

NOTE:

Clicking 'Apply' does not close this window. We just needed to create the group in order to activate the 'Permissions' tab.

NOTE:

Clicking 'Save' will close this window. Select the user group and click 'Edit' to re-open it.

Assign Permissions to a User Group

Assign Permissions to a User Group
  1. Click the 'Permissions' tab. This tab will only be active if you have created the user group (i.e. by clicking the 'Apply' button, as mentioned in the previous step).
  2. Check the boxes for the permissions that should be granted to these users. In this case, we check the box at the top of the 'Regular User Permissions' column to assign all regular-user permissions 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.

Close 'Users and Groups' window

Close 'Users and Groups' window

When you are done, click the "X" located in the top-right corner of the 'User and Groups' window to close it.




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