Understanding Groups in Brightidea


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

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Creating a Group

  • To create a new Group, select Create Group.

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  • 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.
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  • To remove a user, select the X icon next to their screen name.

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  • 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.

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Editing a Group

  • To edit a Group, select the edit icon next to the Group name.

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  • 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.
  • 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.
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Comments

  • Avatar
    Michelle Fairbanks

    great article, lots of information and very helpful!   thanks!

  • Avatar
    Anthony Madama

    No problem, Michelle!  Anytime.