Creating and Managing User Groups
This article is part of the User Management section.
Introduction
When you create a Blockworx company account you will automatically be the administrator for that account. If you would like other people in your company to access Blockworx, it is best practice for them to have their own user accounts.
If you have a lot of people working in your company who will need to access Blockworx, you may decide that you would like to manage your users in user groups. You may decide that teams within your company should have different user groups created in order to create users within those new groups and to be able to set permissions across a group.
Every user must be a member of a User Group in Blockworx. A user added to a group will automatically be granted the permissions which have been set for that group. User Groups can contain one member or as many members as you require. User Groups can be named to reflect sites, departments or job functions.
This article will guide you through the process of adding users to your Blockworx company account. It will also cover setting permissions for a group.
Creating a User Group
- Click on the ADMIN link from the Blockworx header.
- This will open the ADMIN screen.
- Click on the User Groups tab inside the Admin area.
- User Groups can act as containers for different users and allow any new user created within a group to pick up the group's permissions.
- By default Blockworx has two User Groups available which are Administrators and Users.
- Click on the Add button to the right of the User Groups title.
- A box will appear where you can type the name you want your new group to have.
- Once you have done this, click on the Add button below the box.
- Your new group will appear in the User Groups section on the left of the screen.
Adding users to Your Group
If you have already invited users to your company or given out the company code for users to sign up themselves then you can add these users into your new group.
To add existing users to your group follow the steps below:
- Make sure you are on the User Groups tab in the ADMIN section of your account.
- Click on a group on the left of your screen.
- You will notice that on the right of the screen your group name will appear along with 3 orange buttons offering you options for your new group.
- Click on the Add Current Users button.
- This will enable you to add any existing users to the group you have selected.
- If you click into the box which has appeared on the right of your screen, a drop-down menu displaying all of your current users will appear.
- Click to select a user from the list to add them to the box.
- You can repeat this several times to add additional users or you can click on the Select All button to add all users to your new group.
- If you change your mind about any users, you can click on the cross to the left of their name to remove them from the box.
- When you are ready to add the users to the group, click on the orange Add Selected button.
- They will now be listed on the right when your new group is highlighted on the left.
- If you need to remove users from a group, you can click on the red Remove User button to the right of their name when your group is selected on the left.
- A user can be a member of several user groups.
- If you wish to remove the user from another group, you can also click to edit that group and use the Remove User button to the right of their name.
- Users you have added will pick up any permissions you set for your new group.
- Please see the Setting Permissions for Your Group section below for information on how to set permissions.
Setting Permissions for Your Group
It is not possible to edit the permissions for the default groups, Users and Administrators.
If you would like to set custom permissions for a group, you would need to create a new user group and then edit the permissions.
For a newly created User Group, there will be no permissions at all selected and you will need to select the ones you would like your users to have or they will not be able to carry out the tasks you would like them to in Blockworx.
Follow the steps below to configure the permissions for a user group you have created:
- On the User Groups tab in the Admin area, click on the name of a group you have created on the left of the screen.
- Click on the Permissions button on the right of the screen under the name of your group.
- This will launch a window with a list of all available permissions.
- You can tick the individual permissions that you would like the users in this group to have.
- Alternatively, you can tick the Select All options in different sections to assign all permissions within a section.
- This will then tick all individual permissions within that section.
- As you tick each permission or section, Blockworx will automatically save your selections.
- When you have selected all appropriate permissions, click in the white cross in the orange button at the top-right of the Permissions window to close this screen.
Any users within this group will pick up those permissions assigned to them when they next log in. Any new users you add to the group will also pick up these permissions.
Please note that a user can be a member of several user groups and they would be granted the permissions set for all groups they are a member of.
You could use this method to enable an individual member of a group to pick up higher permissions than the other members of the group.
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