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
- Navigate to the Groups page to see a list of Groups within your site. Click Create in the left-side menu.
- 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
- Navigate to the Groups page and click the ID of the group that needs permissions added.
- 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.
- You will see a confirmation message when the group has been copied.
- 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.
- Click the radio button for the Access Type you want to assign that corresponds with the Object name.
Customize Permissions Using Access Types
- Navigate to the Groups page and click the ID of the group that needs permissions added.
- Click Group Permission in the left-side menu to make changes to the access types.
- 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
- Navigate to the Groups page and click the ID of the group that needs permissions added.
- Click Group Permission in the left-side menu.
- Click the Object name of the area you want to customize, and then click Show Advanced.
- 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.
- You will see a confirmation notice when the permissions have been updated.
Edit a User Group
- Navigate to the Groups page and click the ID of the Group you want to edit.
- Click Edit in the left-side menu, make applicable changes, and then click Save.
Delete a User Group
- Navigate to the Groups page and click the ID of the Group you want to delete.
- Click Delete in the left-side menu.
- Click [Yes] to confirm.