Editing a reader group in Document360 lets you update the group's name, adjust its content access level, and add or remove associated reader accounts. Changes to a reader group apply to all readers in that group.
When to edit a reader group
- The group's name or description needs to be updated.
- You need to change the content access level for all readers in the group.
- You want to add new readers to the group or remove existing ones.
Before you begin
- You must have the Admin or Owner portal role, or a custom role with Manage user permission.
How to edit a reader group
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Navigate to Settings () > Users and security in the left navigation bar in the knowledge base portal.
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In the left navigation pane, navigate to Readers & groups > Reader groups.
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Hover over the desired reader group. The Edit () icon and Delete () icon appear.
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Click the Edit () icon.
The reader group detail page opens.
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Update any of the following as needed:
- Name — update the group name.
- Content access — change the access level assigned to the group.
- Associated readers — add new reader accounts to the group or remove existing ones.
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Click Update to save your changes.
NOTE
When content access is assigned to a reader at both the individual level and the group level, individual-level permissions take precedence over group-level permissions.
Limitations
| Limit | Detail |
|---|---|
| Maximum readers per group | 5000 readers |
| Individual vs group access | When a reader has access assigned at both the individual level and through the group, the individual-level permission takes precedence. |
Best practices
- Review the associated readers list when changing a group's content access level to confirm all readers in the group should receive the new access level.
- If only a subset of readers in the group needs a different access level, manage those exceptions at the individual reader level rather than splitting the group.
FAQ
What happens if I assign content access to a reader at both the individual and reader group levels?
When content access is assigned to a reader at individual and group levels, individual-level permissions will take precedence.
For example, if a reader is granted access to the entire knowledge base at the individual level but only to a specific category as part of a reader group, they will still have access to the entire knowledge base.