Managing Group Permissions

You can assign groups of users to templates and folders instead of adding users one by one.

This allows you to set permissions just once, for all users in that group, either at the folder level or on templates.

Assigning a group to a folder or template means that you only have to manage the permission of the group, and not each individual user.

Users: In order to manage group permissions, you must be an Administrator.

Managing groups in a folder

To add a group to a folder, first click the cog next to its name in your template dashboard and select “Assign members”.

Type the name of the group into the “Name or Email Address” field and click their group name when it appears, as shown above.

If you don’t already have groups created, you can learn how to do that.

To change the permission level of the entire group on your folder, use the dropdown next to their entry to select either “can edit and run”, “can view and run”, “can view own and run” or “can view own”.

To remove a group, click the remove user icon at the far right of their entry, shown above.

Managing groups in a template

To add a group to a template, click the three dots next to your template’s name in your template dashboard (or in one of your folders) and then click “Share template” from the right-hand menu.

In the permissions tab, type the name of your group into the “Name or Email Address” field and click their group name when it appears, as shown above.

To change the permission level of the entire group, use the dropdown next to their entry to select “can edit &run”, “can view & run”, “can view own & run” or “can view own”.

To remove a group, click the “Remove user” icon at the far right of their entry, as shown above.

Permission levels

Changing the user permission level (e.g. “can edit & run”) of a group will also change the permission of any user in that group in the same way.

For example, if a group is assigned to a template or folder and that group’s permission is changed from “can edit & run” to “can view own”, everyone in the group will now have “can view own” permission in that template or folder.

If you want users to have more control, you will need to change their permission to “can edit”.

Learn more about folders, templates, and user permissions.

Note that folder level permissions may affect the permissions you already might have set on templates.

 

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