Manage site groups
Groups are used to gather users who share identical module access and roles within modules.
Create a group
To create a group:
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From the navigation drawer of the Site administration interface, select Groups.
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In the Groups header, click the Add group button.
The Add Group dialog opens. -
Enter the following information:
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Name (mandatory)
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Description
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Click Confirm.
Delete a group
To delete a group from the group list:
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From the navigation drawer of the Site administration interface, select Groups.
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Select the checkbox next to the group you wish to delete.
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In the Groups header, click the Delete group(s) button.
A confirmation dialog opens. -
Click Confirm.
You can also delete a group from the group details form:
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From the Groups list, click on the group you wish to delete.
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In the form header, click the Delete group button.
A confirmation dialog opens. -
Click Confirm.
Edit a group description
To add or modify a group’s description:
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From the Groups list, click on the group whose description you wish to edit.
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In the form header, click the Edit description button.
The Edit description dialog opens. -
Add or update the description.
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Click Confirm.
Edit group members
To add one or more group members:
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From the Groups list, click on the group you wish to edit.
The group information form opens. -
In the Members section, click the Add button.
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Select the user or users you wish to include in the group.
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Click Confirm.
To remove group members:
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From the Groups list, click on the group you wish to edit.
The group information form opens. -
In the Members section, hover over the user you wish to remove from the group.
A Remove icon appears next to the user details. -
Click the Remove button.
A confirmation dialog opens. -
Click Confirm.
Edit module access
Groups can define default module access for their members.
To modify the default module access for group members:
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From the Groups list, click on the group you wish to edit.
The group information form opens. -
Next to the Module access section, click the Edit button.
The Edit roles dialog opens. -
Using the checkboxes:
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Select the roles you want to assign to the group.
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Deselect the roles you want to unassign to the group.
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