How to Create a Widget User Group for a Widget

A Widget User Group is a required component for deploying a Documoto Widget. It functions as the access controls mechanism that determines what content is accessible through the Widget via assigned Media Category(s).

This article outlines how to create a Widget User Group and key considerations to ensure it is properly configured.

Article Topics

Prerequisites

Before creating a Widget User Group, the following must be in place:

Widgets must be enabled for the Documoto Tenant
A user must be assigned to a User Group(s) with the "Tenant Admin" and "Widget Key Admin" permissions enabled

Understanding the Role of Widget User Groups

Each Documoto Widget is tied to a Widget Key, which must be linked to a Widget User Group. This group determines access to specific content by referencing the Media Categories assigned to it.

Without a Widget User Group:

The Widget Key cannot be assigned
The Widget cannot access or display content

How to Create a Widget User Group

Within the Documoto Admin Center, go to: Users > User Groups
Select +Add.
Select Widget User Group.
Enter a unique name in the Name field (e.g. Dealer Widget, eCommerce Widget)
Assign one or more Media Category(s) to define the content available through the Widget.

Important Considerations for Widget User Groups

Only content assigned to the Media Categories will be available through the Widget. If no Media Categories are assigned, the Widget cannot display any content.
Users and Widget Keys assigned a Widget Key User Group have view-only access. They cannot create, edit, or manage content within Documoto.
Standard User Group permissions do not apply to Widget User Groups. Feature access for Widget users are configured directly within the Widget Settings