Groups allow Administrators to restrict access to Sites across the Brightidea system.
Creating or Deleting a Group
- Administrators can create new Groups or search for existing Groups under System Setup > Users > Groups
Creating a Group
- To create a new Group, select Create Group.
- Input the Group Name
- Scroll through the list of users or use the search to quickly locate a user and select the right arrow icon next to their screen name to add them to the Group.
- To remove a user, select the X icon next to their screen name.
- When finished adding users, select Create Group.
Deleting
- Admins can delete a Group by selecting the trash icon next to the title.
- Note: Deleting a Group will not delete any users, only the Group itself.
Editing a Group
- To edit a Group, select the edit icon next to the Group name.
- Note: There are no email notifications for users when Group membership is updated.
- Note: A Group must have at least 200 members before pagination will occur.
Performing a Group Import
- Administrators can import multiple existing users at once into a Group- or several- instead of manually adding users one at a time. If you want to learn more about this method, please view the corresponding support article here.
Restricting an Initiative to Specific Groups
- If you want to learn more about making specific Initiatives accessible only to specified Groups, please view the corresponding support article here.
Exporting Groups and Group Members
-
If you want to learn more about exporting Groups and Group Members, please view the corresponding support article here.
Group Restriction & Ripple Effects
-
Note: If users post updates on the Enterprise Homepage, updating will be affected by Group Restriction.
- Users will only see updates for Initiatives they are Members of- i.e, to see relevant Initiative updates, users must be a Member of a Group assigned to that Initiative.
- Eg.- User A is a Member of Initiative A, and User B is a Member of Initiative B.
- When User A is logged in and viewing the Enterprise homepage, they will only see updates relevant to Initiative A. They will not see any updates relevant to Initiative B because they are not a Member of Initiative B.
- Likewise, User B will only see updates relevant to Initiative B. Updates relevant to Initiative A will not appear because User B is not a Member of Initiative A.
- Eg.- User A is a Member of Initiative A, and User B is a Member of Initiative B.
- Users will only see updates for Initiatives they are Members of- i.e, to see relevant Initiative updates, users must be a Member of a Group assigned to that Initiative.
- If a user attempts to log into a Site for an Initiative they're not a Member of, they will receive a Login Failed error message.
- Note: All Enterprise widgets are subject to abide by Group Restrictions regarding widget activity within restricted Initiatives.
Groups vs. Communities
- Communities cannot be restricted by Groups, therefore all end users have access to Community pages present in the system.
- Note: When Group Restriction is applied to an Initiative that's in a Community, the Initiative will continue to abide by those restrictions in the Community.
Enterprise Blog & Group Restriction
- Note: If an Admin is using Enterprise Blog, any blog post that is restricted to a specific Initiative will be visible only to Members in the Initiative's assigned Group(s).
Resetting Reputation Points for Users in a Group
- If you want to learn more about resetting Reputation Points users earn in each Group, please view the corresponding support article here.
great article, lots of information and very helpful! thanks!
No problem, Michelle! Anytime.