Adding Groups

Groups allow you to easily manage access to your content and manage administration permissions in your Konvert™portal. With groups you can:

  • Allow a grouping of users to view specific modules in your learning management system (LMS)
  • Allow a grouping of users to view specific assets in you digital asset management (DAM) platform
  • Allow a grouping of administrators to have specific permissions in your portal

In this article, we will explain:

  • How to access the Groups page
  • How to add a group

ACCESS THE GROUPS PAGE

To access the Groups page, click the drop-down menu in the top lefthand corner of page and select the Groups link (Fig. 1).

Figure 1. The Groups link

ADD A GROUP

From the Groups page (Fig. 2), click the Add Group button in the top righthand corner of the page.

Figure 2. The Groups page

From the Create Group page (Fig. 3), you can enter a:

  • Group Name: Group names are only visible to administrators.
  • Custom ID / External ID: A client provided external ID used to look up this group from the Konvert API.
  • Permission Role: If permissions are needed for this group, you can select a predefined role or select Set Custom Permissions to define your own.
    • No Permission Needed: Select No permission needed from the Permission Role drop-down menu if you do not need to specify administration roles. When selected, users in this group will be able to view basic parts of the portal, such as assigned modules and/or assets.
    • Account Admin: Select Account Admin from the Permission Role drop-down menu if you utilize accounts and would like to assign account administrators with permissions such adding and managing users in their account.
    • Portal Admins: Select Portal Admin from the Permission Role drop-down menu if you would like to assign portal administrators with permissions such as managing groups, LMS modules, news, accounts, the DAM, users and portal settings. 
    • Set Custom Permissions: Select Set Custom Permissions from the Permission Role drop-down menu if you would like to designate the permission settings for a specific group of users.

Figure 3. The Create Group page

Click the Save button. Once saved, you can click the Close Editor button to return to the Groups page, or click the Add User button in the bottom righthand corner of page to invite users to the portal. For more information on adding a new user, visit the Adding New Users article.