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User Groups




Support > Online Guides > Administrative Guide > User Groups

By default, all users not in a user group have access to:

This simple model works well for many districts. Generally, staff do not start unnecessary documents for students (they have enought to do already!), and they are not able to access any other documents they haven'ts been given access to.

However, as an administrator you may choose to leverage user groups when:

Once user groups are created, they can be applied to users throughout the district. Each user may belong to zero or more (multiple) user groups.

What is a user group link

Each user group can be thought of as a set of form permissions for a group of users. For each form, a default permission, maximum permission, and set of buildings to apply these to can be set.

Add a user group link

directions_walk Steps

To create/add a user group:

  1. Visit Settings > User Group.
  2. Click the +add link in the blue bar.
  3. In the User Group field, enter a name for the user group (eg Principals-WHS, GenEd-WMS).
  4. Scroll to each form you wish to assign permissions to. Select the default permission, maximum permission and buildings to apply the permission to.
  5. Click the Save user group button at the bottom of the page.

Update user group permissions link

directions_walk Steps

To update permissions for a user group:

  1. Visit Settings > User Group.
  2. Search for the user group you wish to update permissions for. Click on the group.
  3. Update permissions as needed.
  4. Click the Save user group button at the bottom of the page.

Delete a user group link

directions_walk Steps

To delete a user group:

  1. Visit Settings > User Group.
  2. Search for the user group you wish to delete.
  3. Check the box next to the user group in the list. Then click the button Actions > Delete.

Assign users to user groups link

You can assign a given user to a user group by visiting the user's Basics tab. You can assign user groups in bulk from the Users list screen. Update a user's user groups



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