Table of Contents

Groups and Content Introduction

Groups and Content Introduction


Groups



Groups control access to Insights content:

  1. Both company and pre-built Insights content is stored in folders
  2. Groups are created, to which individual levels of access for each of the folders is given
  3. Users are then added to Groups, each User gaining all the folder access of each Group they are in


There are different types of Groups:

  • System
  • Internal
  • External


System Groups have, as the name suggests, been set up by the system, and as such, do not offer full control.

Internal Groups belong to your company, and they offer as much control as has been granted by your company.

External Groups are groups belonging to another company that have been shared with you, and so offer no control.

For more on sharing see Sharing tab.


Some groups are set up automatically:

  • Admin: Users in this group gain administrative rights, and can assign rights and control access
  • All users: This group contains all the Users from your company
  • Insights: Users added to this group gain access to the pre-built Insights content


More Groups can be set up to provide the required levels of access. For more on adding groups see Adding a new Group


Click on a Group name to view the Users, Folder access, and Sharing rights that have been set up for that Group.


Layout


The Groups page opens displaying the list of Groups your company has on the left, with the properties of the selected Group under the Users, Folder access, and Sharing tabs on the right.


On the left, beside the Groups heading, is the + New Group button. Clicking this creates a new group. For more on adding groups see Adding a new Group.

Beneath the Groups heading there is a short description for the page, and a link to this help article.

The search boxes filter the relevant list. Clicking the X in a search-box clears the search.

On the right is the name of the selected Group, along with the + Add user button and the Ellipsis menu-button. For more on adding a User see Adding Users to a Group.


Users tab

Displays the list of Users currently in the Group. Clicking the X to the right removes the User. For more see Removing Users from a Group.


Folders access tab

When clicked the Folders access tab scans the contents of your company folder, which may take a few moments, and then displays those contents.

Clicking on the <> drop-down displays the available access-levels, allowing you to select the appropriate access-level for each folder.

When applied, access-level changes cascade down the folder through any sub-folders, and so are applied from the top down.

Folder access levels:

None - No access to the contents of this folder

View - Can view and run the contents of this folder

Manage access & Edit - Administrative rights to grant access to other Users and change the contents of this folder


Naming groups for the folder they control can greatly simplify access management.

Sharing tab

With Insights you can share your content with other companies, while controlling what they can access. This is done via the Groups Sharing tab.

For clarity and simplicity of management, it is best practice to create a Group named for the company with which you wish to share your content. For more detail, please see Sharing a folder with another company.

See also: Accessing a Folder another company has Shared


See also:

Group Management

User Management

Content Management

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