Groups and Permissions is a great Add-On to make sure that each user has the right access level and to set up a clear structure for how your team works.
Where can I set and edit these changes?
1. Go to your profile in the upper right corner -> Choose "Users" -> Go to "Roles" and "Groups".
Groups
Create your groups and decide what access each group should have to your material. You can share material such as templates, folders, contract control and contract types.
This means that when a user logs in, they will only have access to the material shared with the group they belong to. Note! A user can be a part of several groups - It is completely up to you.
To learn more about assigning users to different groups, click here.
Roles
Under Roles, you’ll find the default roles: Admin, Manager, and Member. You can also create your own roles. This section lets you set standard permissions for each role.
On the right, you can edit what each role can do, such as access to templates, folders, or documents of group members.
Quick summary of default roles:
- Use default roles (Admin, Manager, Member) or create your own.
- Admin: Full access to all templates and users’ documents.
- Manager: Can edit templates and view documents for users in their groups.
- Member: Only has access to shared materials.
Tip: Use the default roles or create your own to fit your team’s needs.
To learn more about assigning roles to users after adding them to a group, click here.
