generated from mintlify/starter
-
Notifications
You must be signed in to change notification settings - Fork 3
Add User Groups documentation #15
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Open
timroes
wants to merge
3
commits into
main
Choose a base branch
from
tim/user-groups
base: main
Could not load branches
Branch not found: {{ refName }}
Loading
Could not load tags
Nothing to show
Loading
Are you sure you want to change the base?
Some commits from the old base branch may be removed from the timeline,
and old review comments may become outdated.
Open
Changes from all commits
Commits
Show all changes
3 commits
Select commit
Hold shift + click to select a range
File filter
Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
There are no files selected for viewing
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,53 @@ | ||
| --- | ||
| title: "User Groups" | ||
| description: "Create groups to manage workspace and form access for multiple team members at once." | ||
| sidebarTitle: "User Groups" | ||
| icon: "users" | ||
| --- | ||
|
|
||
| User Groups let admins bundle team members together and grant them workspace or form access all at once. Instead of assigning permissions to each member individually, you can manage access for an entire group in one place. | ||
|
|
||
| <Warning> | ||
| User Groups are available on the **Team** and **Enterprise** plans. Learn more about the [Team plan](/team-plan). | ||
| </Warning> | ||
|
|
||
| ## Create a group | ||
|
|
||
| <Steps> | ||
| <Step title="Open group settings"> | ||
| From your dashboard, click your `Account name` in the upper left corner and select `Settings`. Then, switch to the **Groups** tab. | ||
| </Step> | ||
| <Step title="Create a new group"> | ||
| Click `+ New group` and give the group a name. | ||
| </Step> | ||
| <Step title="Add members & change permissions"> | ||
| Using the dropdown menu on a group you can manage members or change the permissions of this group. | ||
| </Step> | ||
| </Steps> | ||
|
|
||
| ## Assign permissions to a group | ||
|
|
||
| Groups can have **Use** or **Edit** permissions on workspaces or individual forms, apps, or databases within a workspace. | ||
|
|
||
| - **Use** – Members can view forms and their results and use apps but aren't able to edit them. | ||
| - **Edit** – Members can edit and remove forms, apps, and databases. | ||
|
|
||
| If a user has permissions from multiple sources (e.g., directly and via a group), the highest permission always wins. For example, if a group grants **Use** access but the user was individually granted **Edit** access, they'll have **Edit** access. | ||
|
|
||
| <Info> | ||
| **Use** permissions are currently not implemented on databases. If a user only has **Use** permissions for a database, it will not show up for them. | ||
| </Info> | ||
timroes marked this conversation as resolved.
Show resolved
Hide resolved
|
||
|
|
||
| ## Related articles | ||
|
|
||
| <CardGroup cols={3}> | ||
| <Card title="Granular Permissions" icon="universal-access" iconType="regular" color="#FFC738" href="/granular-permissions"> | ||
| Set member access levels and restrict integration accounts. | ||
| </Card> | ||
| <Card title="Manage Members" icon="user-gear" iconType="regular" color="#FFC738" href="/manage-members"> | ||
| Add, remove, and update team members. | ||
| </Card> | ||
| <Card title="Workspaces" icon="folders" iconType="regular" color="#FFC738" href="/workspaces"> | ||
| Organize forms in folders and control user access. | ||
| </Card> | ||
| </CardGroup> | ||
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Uh oh!
There was an error while loading. Please reload this page.