Groups and Users

Groups may be used to control what roles a user can perform. These instruction show how to setup a group for this purpose.

Overview

These instructions describe how to create a group to facilitate controlled editing/updating by the members of the group.

A group can be used to control users (those assigned to that group) to perform some specific website editing and publishing tasks. This can be applied to a specific page or collection of pages.
Note: To perform this you will need to have the administrator or manager role.

Create a Group

This instruction describes how to create a new Group.

Step	Description
1	When you are logged into the site select Site Setup at the top of the page.
2	On the Site Setup page select Users and Groups to display the Users Overview page.
3	Select the Group tab to display the Groups Overview page.
4	If the group you wish to use is not already created (displayed in the table) select the Add New Group button.
5	Complete the fields on the Create a Group Page and select Save to store you changes. Note: The Group name must be unique and cannot be renamed once created. Also the Email field is not mandatory.
6	After selecting Save the Groups Overview page is redisplayed with the new group appearing in the table.

Assigning a Role is not necessary here. If you do it will be specific to the whole site which is not the intention at this point.

Assigning Users to a Group

Once a Group has been created users can be added or removed from the group. Note: The users need to have already been created.

Step	Instruction
1	At the Groups Overview page select the group in the table (click on the Group/User name) to display the Group Members page.
2	On this page users can be added to the group. At the Search for new group members table select Show All. For the members to be added to the group select the selection box at the left of the user(s) or group name(s) Note: More than one user can be be selected.
3	Select the button below labeled 'Add selected groups and users to this group'.

With the group created and the required users assigned the group now may be assigned to objects (Folders, Pages, etc) using the Sharing Tab of those pages.

Removing Users

Note: Removal of members from a group is performed in the same way, by selecting the field to the left of the users name in the Current Group members table then selecting the button 'Remove selected groups/users'.

Assigning the Group to an Object.

This instruction describes how to assign a Group to an Object and allow restricted access.

Step	Instruction
1	Go to the required object (Folder, Page etc) and select edit for the object.
2	Select the Sharing tab then select the Search button. You may need to enter a few characters of the group name in the search field.
3	In the columns to the right of the group name select the access you need assign the group (Add, Edit, Review etc). This will depend upon your requirements.
4	Select the Save button to commit you changes.

Repeat these steps for any other objects the group will require access to.

Note:

Assigning the access to a folder and allowing the access to be inherited from that higher level will make administration easier, however, do ensure that the intended result will occur.

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