This guide will walk you through the process of setting up granular permissions within your workspace. Permissions help you determine what your team can and cannot do within your workspace.
We have broken it up into sections for you:
Setting up a new permissions group.
Assigning users and roles to your permissions.
Deleting a permissions group.
Step 1: Setting up a new permissions group
Permission groups allow you to assign certain permissions to specific roles such as leadership, human resources, and moderations teams. By following the steps below, you can get started with setting up permissions.
You can begin setting up a new permissions group by heading to 'Workspace Settings' and clicking 'Permissions and Labels'.
Under the 'Permission Groups' card click 'Add Group', this will prompt you to input a name for the group.
Once you create your new group, you'll need to give it permissions. To give it permissions, just toggle the switch located on the right hand side of the permission.
💡Tip: Need additional assistance? You can get help via our Community Forum
Step 2: Assigning users and roles to your groups.
Permissions Groups are nothing without assigning them to your team, you can begin assigning your permission groups to your team by following the steps below:
Head over to 'Workspace Settings' and click 'Permissions and Labels' to view your permission groups.
Select the group you wish to assign your teammates to, this should open the dropdown allowing you to view the permissions, linked roles, and linked labels.
To link roles to your permission group
To link a new role to your permission group, click 'Add Roles' this will allow you to select which ranks to link to the permission group. Once finished, ensure you click 'Link Roles' to assign them the permissions.
💡You can also link labels to permission groups, doing so will give everyone within the permission group the labels linked.
Step 3: Deleting a permissions group
You may find you no longer need a specific permission group anymore, and have the need to delete it from your community. You can do so by following the steps below to delete the permission group:
Head over to 'Workspace Settings' and click 'Permissions and Labels' to view your permission groups.
Select the group you wish to delete, this should open the dropdown allowing you to view the permissions, linked roles, and linked labels.
Scroll to the bottom of the permission group, you will see two options 'Delete' and 'Save'. You can delete the permission group by selecting 'Delete'
💡Tip: Need additional assistance? You can get help via our Community Forum