Creating a User Group

In order to use one2edit™, a user needs to be assigned to a user group.

User groups grant specific permissions (e.g. administer documents/projects, delegate jobs, administer users, etc.) to the users in those groups.

NOTE:
These permissions are not to do with editing documents. Editing permissions are controlled via Content Groups and Content Rules.

Click 'Settings > Users and Groups'

Click 'Settings > Users and Groups' to open the 'Users and Groups' window.

'Users and Groups' Window

We can now see the local user groups for our workspace.

Selecting a user group will display the users within that group.

NOTE:
At this point, do not select the Administrator group. If the Administrator group is selected, then the new group that we create will be created as a 'child' group of the Administrator group.
You can de-select a selected item in one2edit™ by using the usual method for your computer's operating system (e.g. 'CMD-click' on Mac OS X, 'CTRL-click' on a Windows PC, etc.).

Create and Name a Group

1. Click 'New > New Group'.
2. Give the new group a meaningful name
3. Give the new group a description (optional)
4. Click 'Apply'
5. The new user group will appear in the 'Users and Groups' window, as shown

NOTE:
Clicking 'Apply' does not close this window. We just needed to create the group in order to activate the 'Permissions' tab.

Assign Permissions to a User Group

1. Click the 'Permissions' tab. This will only be active if you have created the group by clicking the 'Apply' button (as mentioned in the previous step).
2. Check/tick the boxes beside the permissions for this group. In this case, we have assigned all regular user permissions to this group.
3. Click 'Save'.

NOTE:
You can assign any subset of permissions to a group.
For example, if you do not want your 'Translators' group to delegate jobs to other users on the workspace, you should un-check the "Job - Delegate" option.

Add a User to a Group

1. Click on a user group to select it.
2. Click 'New > Add User' to add a user to the selected user group.

NOTE:
For further details about adding users to user groups, please refer to the appropriate lesson in the Knowledge Base.

Sidebar - 'Parent' and 'Child' User Groups

1. If no user group is selected when 'New > New Group' is clicked, then the new user group will be a 'parent' user group, i.e., created at the top level.
2. If a user group is selected when 'New > New Group' is clicked, then the new user group will be a 'child' user group with the selected user group as a 'parent', i.e., created one level down in the hierarchy.

NOTE:
'Child' user groups may only have a subset of the permissions assigned to their 'parent' group.

NOTE:
If you do create a 'child' user group, the branch will not expand automatically. You will need to manually expand it in order to see the new group and add users.

Sidebar - Creating a managed user group

You can create a group that is populated with users from your existing user server.

1. Click 'New > New Managed Group'
2. Fill in the properties for the user server
3. Click the 'Apply' button

NOTE:
Clicking 'Apply' does not close this window. We just needed to create the group in order to activate the 'Permissions' tab.