Adding & Managing Roles & Role Groups

Roles and Role Groups

Summary: Roles and role groups help organize users into logical teams or departments, making it easier to manage permissions and access across your intranet. By grouping users, you can efficiently control page visibility, folder permissions, and other access-related settings. This system supports both permanent and temporary user assignments, offering flexibility in user management.

Features and Benefits

Role Groups vs. Roles: Role groups represent broader categories such as departments (e.g., HR), while roles define specific positions within those groups (e.g., HR Manager, HR Admin), allowing clear hierarchy and organization.

Easy Role Creation: Quickly create new roles by naming them, adding descriptions, and assigning them to existing role groups or to global roles if role groups aren’t used.

User Assignment: Add users to roles directly from the user list, enabling efficient management of team memberships and permissions.

Temporary Access Management: Set effective start and end dates on roles to grant temporary access for users filling in for colleagues or during special projects.

User Notifications: Optionally notify users via email when they’re added to a role, keeping them informed about their access and responsibilities.

This approach streamlines managing user access and team structures, ensuring the right people have the right permissions at the right time. For detailed page and folder permissions, refer to the page permissions video. For any questions, contact the support team.