Creating your first one2edit™ 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:

An 'Administrator' group is always present by default. This lesson is about adding other user groups.

NOTE:

These permissions are not to do with editing documents (which 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' to create the group and activate the 'Permissions' tab

NOTE:

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

NOTE:

Clicking 'Save' will close this window. Select the user group and click 'Edit' to re-open it.

Assign Permissions to a User Group

1. Click the 'Permissions' tab. This tab will only be active if you have created the user group (i.e. by clicking the 'Apply' button, as mentioned in the previous step).
2. Check the boxes for the permissions that should be granted to these users. In this case, we check the box at the top of the 'Regular User Permissions' column to assign 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.

Close 'Users and Groups' window

When you are done, click the "X" located in the top-right corner of the 'User and Groups' window to close it.

Sidebar - Creating 'Parent' or 'Child' User Groups

1. If no user group is selected when a new user group is created, 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 a new user group is created, then the new user group will be a 'child' user group of the selected 'parent' group, i.e., created one level down in the hierarchy.

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.

NOTE:

A 'child' user group may only choose a subset of permissions from its parent.

Sidebar - Creating a managed user group

If you have a user server, where users already exist, you can add these users to a 'managed' group in one2edit.

1. Click 'New'
2. Choose 'New Managed Group' from the drop-down menu
3. Fill in the properties for the managed user server
4. Click the 'Apply' button to create the group and activate the 'Permissions' tab

NOTE:

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

NOTE:

Clicking 'Save' will close this window. Select the user group and click 'Edit' to re-open it.