User groups in Document360 let you organize team members and apply consistent roles and permissions across multiple users at once. Instead of configuring access settings for each user individually, you can assign a project role and content role to a group and then associate users to it. This overview covers what user groups control and where to go for each task.
What user groups control
Each user group has two layers of access that apply to every user associated with the group:
Access layer | What it controls |
|---|---|
Project role | Determines what actions a user can perform in the knowledge base portal — for example, Owner, Admin, or Editor. |
Content role & access | Determines which content a user can view or edit, scoped by workspace, language, or category. |
NOTE
Changes to a group's project role or content role apply to all users associated with that group.
Before you begin
Before managing user groups, ensure the following:
You have a Project Owner or Admin role in the knowledge base portal.
You can access user group settings by navigating to Settings > Users & permissions > Users & groups > User groups.
User group tasks
Use the links below to go directly to the task you want to perform:
Task | Description |
|---|---|
Create a new group, assign a project role and content role, and associate users to it. | |
Update the roles, permissions, or associated users in an existing group. | |
Change the name or description of an existing user group. | |
Permanently remove a user group from your project. |