User groups

Users are organized in user groups - they appear in the left side navigation and can be nested inside each other.

They serve several purposes:

• Better overview – It’s much easier to keep track of who is who if you’ve got separate groups for administrators, editors, customers, etc.
• Setting permissions – members of a user group can be granted a specific level of access to frontend and backend content – or denied access altogether
• Customer self-service – using the Extranet app a user can add or remove themselves from select user groups functioning as e.g. opt-ins for newsletter categories.

Creating a user group

To create a user group:

1. Use the context menu for the Groups node in the tree or one of the user groups and select New group
2. Provide a name
3. If relevant, select a custom group type
4. Click Create

User groups are also often created as a part of an integration from e.g. an ERP or CRM system.

User group fields

User groups feature a set of fields which are available when you create or edit a group. They are organized in the following tabs on the edit screen:

• Group
• Fields
• Advanced

On the Group-tab you can control various basic properties:

In the group information section you can:

• Set the Name of the group
• Select a default permission for all users who are members of the group
• Set a group image which can then be used in frontend

In the Users-section uou can select a segment search query. The users returned by this query will then become members of this group, forming a sort of dynamic user group which you can set permissions on.

In the default address, phone and work sections you can add additional information to a user group. This is useful if the user group represents e.g. a store or location.

Adding users to a user group

Users can be added to a group in several ways:

• You can add users manually by selecting one or more users and selecting Add to group from either the context menu or the action menu
• Users can create themselves using e.g. the Extranet app which places them in a group, or add/remove themselves from groups if this is implemented
• You can create more dynamic user groups by selecting a segment search query in the group settings - all users returned by that query will then be members of this group
• You can import users from an external system and use some parameter from the external system to create groups or group relations