Getting Started with Groups

GROUPS

Groups are a great place to start when managing your users. Starting with clear expectations about what the different roles your users will have in your portal are will keep things running smoothly. Organizing your users into groups with clearly defined limitations and permissions will mean your users are never stuck trying to find something they don't have access to and you won't have to take the time to re-sort them in an already busy workday. 

HOW DO THEY WORK?

Groups help you control who gets to see different parts of your portal. By creating a group, you can add content to the portal, add or edit users, or view reports. For example, if you want some people to be able to see files in your Digital Asset Management page, but not be able to add or edit those files, simply create a group with only that permission. Konvertâ„¢ even allows you to permit a group of users to add content but not delete content, so you do not have to worry about anyone accidentally deleted an important document. This is why Groups are such an important part of onboarding and managing your users. 


EXAMPLE A: USING GROUPS TO ASSIGN LMS MODULES 
  • Group 1 has access to LMS Module X and LMS Module Y and Group 2 only has access to LMS Module Z.
  • User B has been assigned to Group 2, allowing them access to only LMS Module Z, while User A has been assigned to both Group 1 and Group 2, giving them access to all three learning modules. 

EXAMPLE B: USING GROUPS TO ASSIGN ASSETS IN DAM CATEGORIES

  • Group 1 has access to assets in DAM Category X and DAM Category Y and Group 2 only has access to assets in DAM Category Z.
  • User B has been assigned to Group 2, allowing them access to only the assets in DAM Category Z, while User A has been assigned to both Group 1 and Group 2, giving them access to all assets in all three DAM categories. 

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