Understanding Groups in Brightidea

Groups allow Administrators to restrict access to Sites across the Brightidea system.

Table of Contents:

• Creating, Deleting, and Editing Groups
  • Creating a Group
  • Deleting a Group
  • Editing a Group
• Performing a Group Import
• Restricting an Initiative to Specific Groups
• Group Restriction and Ripple Effects
• System Blog and Group Restriction
• Exporting Groups and Group Members
• Groups vs Communities
• Resetting Reputation Points for Users in a Group

Creating, Deleting, and Editing Groups

• System Administrators can manage all Groups under System Setup > Users > Groups

• Pipeline Administrators and Ideabox Managers can manage Groups specific to their respective Initiative(s) under Site 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.

• After adding users, select Create Group.

Deleting a Group

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 groups, rather than manually adding users one at a time. To learn more about importing Groups, check out the support article here.

• 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.

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.

Important Notes:

• When manually creating or editing a group, the system enforces a 100-member limit. To create a larger group, use the Group Import feature.