How to Create and Manage User Groups

User Groups establish user roles in Documoto. A single user may have multiple user roles applied to them (e.g. administrator, publisher, viewer, etc.). In other words, a user may be assigned to one, or many, user groups depending on their role(s). 

Article Topics

• How to Create a New User Group
• Editing and Deleting User Groups

How to Create a New User Group

1. Within Admin Center, go to Users > User Groups.
2. Click the +Add button.
3. Enter the user group name in the Name field.
4. In the Permissions section enable or disable access and privileges for:
   • Administration
   • Library
   • Storefront
   • Other
5. For detailed definitions of what each privilege enables or disables, refer to: User Group Privileges and Organization Capabilities. 

6. NOTE: at the user group level, you are configuring settings
   based on the user's role - not the user's organization;
   it's likely that different roles may exist within a single
   organization (e.g. view only vs. the ability to submit
   orders)

7. Click Media Categories in the sub-navigation menu.
8. Add one or more media categories that the users in this user group should have access to.
9. Click Save to create the new user group.
10. You should now see your user group in the User Groups Grid.

How to Edit and/or Delete User Groups

1. Within Admin Center, go to Users > User Groups.
2. Click the Name of the user group you wish to edit. 
3. If you are editing the user group, update the permissions and/or media categories as needed. 
4. Click Save.
5. If you are deleting the user group, click the Trashcan icon in the User Group grid.
6. Click Delete.