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When an organization has added multiple users, it can simplify project access management by creating User Groups. A User Group allows you to assign access permissions to several users at once, rather than configuring each user individually.

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How to Create a User Group

Note: Before adding a new user group, choose the organization from header first, then follow these steps to add a new user group to your organization:
  1. Navigate to the User Group section on the organization page.
  2. Click on the Add User Group button.
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  1. Enter a name for the group. For example:
Editors: Users who can edit content or data Admins: Users with full access and management permissions Viewers: Users with read-only access
  1. Add users to the group by selecting them from the user list.
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Steps to Enable or Edit User Groups Access:

Once created, you can assign the User Group to a project or set access levels for that group, making it easier to manage permissions across your organization. Follow these steps to give access to your user groups:

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1. Locate the Entity Access Column

  • Navigate to the Data Project page in your application.
  • Look for the Entity Access column, which is the eighth column from the left.

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2. Open the Editing Menu

  • Click on the arrow icon next to the relevant entry in the Entity Access column.
  • A menu will appear, allowing you to adjust access settings.

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3. Add New Access Permissions

  • In the editing menu, locate and click the blue Add button in the bottom-left corner of the menu.
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4. Configure Access Details

  • Select User Groups: Choose the groups you want to grant access to.
  • Assign Roles: Assign a role to the selected group (e.g., Viewer, Editor, Admin) based on the required access level.
Note: If a user group has an organizer or owner role, they can access the data provider panel for the specific data; otherwise, users have access only via the public website.
  • Set Data Restrictions: Optionally, limit user access to specific datasets or functions within the project.
  • Define Expiration Date: If necessary, set an expiration date for access permissions to ensure temporary access.
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5. Save Changes

Click the Invite button to send a notification to the selected users. Finally, click the Submit button to save your changes and update the access list.

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Tip:

You can edit a group at any time to add or remove users, or to change its name and permissions.
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