By organizing your users into groups, you can streamline user management and ensure that everyone has the appropriate permissions to perform their tasks. User groups in Document360 allow you to efficiently manage your user's roles and access levels within the knowledge base portal.
Creating a new User group
To create a new User group in your project,
Navigate to Settings () > Users & permissions in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Users & groups.
By default, the User tab will be selected.
Navigate to the User groups tab.
A list of existing User groups will appear if any have already been created.
Click New user group.
The Create user group panel appears with the Basic details page.
Enter your desired group name and description in the Name and Description field.
NOTE
The Description field can hold up to 150 characters.
Select the desired project role for the group in the Project role.
Choose the content role for the group and choose the level of content access for the associating user.
If needed, click Add another content role to create an additional content role.
Click Next.
In the Associate user step, add the desired User accounts to associate with the groups.
Click Create user group.
NOTE
By default, users in user groups are organized alphabetically based on their email IDs.
Click on the desired user group to view the details.
Click Export CSV on the top right to download the list of users in a reader group in Excel/CSV format.
