Creating a User Group

A User needs to be assigned to a User Group in a Client Workspace in order to log into and use one2edit™. User Groups grant permissions to the users in the group (e.g. administer documents/projects, delegate jobs, administer users, etc.). Users can belong to more than one group, and will have the permissions from all their groups.

NOTE: The permissions granted by User Groups have nothing to do with document-editing rules. These are fully controlled for all users via Content Groups and Content Rules.

NOTE: An Administrator group is always present by default in a new Client Workspace.

Dialog: Users and Groups

Click Settings > Users and Groups in the Navigation Menu. This will open the Users and Groups dialog.

NOTE: If this is a new Client Workspace, you will only see a group named Administrator. You will need to create any other User Groups that you require.

Create and Name a Group

1. Click New Group in the Option Menu
2. Give the new group a meaningful name and description (description is optional)
3. Click Apply to create the new User Group and activate the Permissions tab

NOTE: You can open the Group Properties dialog by double-clicking on the User Group, or choosing Properties from the group's Option Menu.

NOTE: If you have a User Group selected before clicking New Group, your new User Group will be created as a child group of that parent. You can de-select a User Group in the usual way (e.g. Cmd-Click/Ctrl-Click).

Assign Permissions to the User Group

1. Open the Permissions tab. This tab is only active after you have created the User Group (i.e. by clicking Apply).
2. Check the boxes for all permissions that should be granted to the users in this group. In this example, we have granted all Regular User Permissions by checking the box at the top of the column.
3. Click Save.

You can now add Users to your new User Group.

NOTE: You can assign any subset of permissions to a group. For example, if you do not want users in the Translators group to delegate Jobs, you can un-check the Job > Delegate permission.

Child-Group Permissions

Creating a new User Group while you already have a group selected will create a child User Group. This child can only have a subset of the permissions granted to the parent User Group.

In the example above, our Parent Group has 3 permissions, and the Child Group under that parent has only those 3 permissions from which to choose.

NOTE: If you create a User Group with no permissions, and then create a child group under that parent, the child will have no permissions available to select (because no permissions have been assigned to the parent group).

NOTE: You may need to manually expand the branch to see your new child User Group, using the triangle beside the parent group.

New Managed Group

If you have your own user-authentication server (e.d. LDAP, Active Directory, etc.), you can use the New Managed Group option to add user groups from that server.

1. Choose New Managed Group from the Option Menu
2. Choose the User Server on your system and fill in the properties for the group
3. Click Apply and set up the group permissions via the Permissions tab

NOTE: Your system administrator must have already set up a User Server on the one2edit™ system in order to use this option.

NOTE: Adding and removing users to and from a managed group is done (managed) via the external service, not via the one2edit UI.