User Groups

User Groups define what users can see and do in CommunitySuite, and users must be assigned to a user group in order to login. CommunitySuite has four default user groups; however, customized groups can be created that reflect the hierarchy of your organization. 

Access Types

Access Types determine the permission level applied within groups. There are four Access Types.

• None - No access
• View - Read-only access
• Full -  Access to view and edit
• Custom - Specifically selected permissions set within targeted functional areas

Create a User Group 

1. Navigate to the Groups page to see a list of Groups within your site. Click Create in the left-side menu. 
2. Add a Name to the new group and click Create.
   
   
   

User Group Permissions

There are various ways of adding permissions to a group. 

• Copy an existing group and then make changes to the permissions that copied over from the existing group. 
• Customize permissions by selecting access types for specific areas of your site.
• Customize permissions by selecting specific functions/fields within defined areas. This uses Advanced Settings.

Copy an Existing User Group

1. Navigate to the Groups page and click the ID of the group that needs permissions added.
   
   
   
2. Click Copy Permission in the left-side menu and then click the existing Group name you want to copy.
   • You will see a confirmation message when the group has been copied.
     
     
     
3. If you want to further refine permissions, click Group Permission in the left-side menu to make changes to the access types. Click Save when done.
   • Click the radio button for the Access Type you want to assign that corresponds with the Object name.
     

Customize Permissions Using Access Types

1. Navigate to the Groups page and click the ID of the group that needs permissions added.
   
   
   
2. Click Group Permission in the left-side menu to make changes to the access types.
3. Click the radio button for the Access Type you want to assign that corresponds with the Object name, and then click Save.
   
   
   

Customized Permissions using Advanced Settings

1. Navigate to the Groups page and click the ID of the group that needs permissions added.
   
   
   
2. Click Group Permission in the left-side menu.
3. Click the Object name of the area you want to customize, and then click Show Advanced.
4. Check the box for each listed function/field in the User Group column you are customizing, and then click Save.
   • You will see a confirmation notice when the permissions have been updated.
     

Edit a User Group

1. Navigate to the Groups page and click the ID of the Group you want to edit.
   
   
   
2. Click Edit in the left-side menu, make applicable changes, and then click Save.
   
   
   

Delete a User Group

1. Navigate to the Groups page and click the ID of the Group you want to delete.
   
   
   
2. Click Delete in the left-side menu.
3. Click [Yes] to confirm.