People: Roles and Groups

Requirements

This user guide is for anyone on Claromentis 8.2+ 

 

Overview

This video provides an insight into the roles and groups feature which is a very important aspect when comes to organsing permission ont he fron end of the system.

 

Steps

1.Both the Roles and Groups tabsare avaiable from the main area in the People admin panel

2. Roles and groups are used to create a set of users to give permissions on the front end of the system instead of having to define indvidual users

3. Although they have the same functionality Roles are usually set up to reflect peoples responsibilites on the intranet and groups define departments and organisational structure

4. Creating a new role/group will allow you to add users at the time of its creation but you can also add users later by selcting the role or group from the list 

5. Selecting a users profile from the admin area will allow you to add them to a role or group also but you will only be able to set this up for one user at a time. Which is a slower process.

Last modified on 1 February 2018 by Will Emmerson
Created on 1 February 2018 by Michael Hassman

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