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Create a User Group

Abstract

How to create or add a user group in Paligo

The following instruction shows how to create a user group.

  1. Sign in to Paligo using a user account that has administrator permissions.

  2. Select the avatar in the top-right corner. User avatar. It shows the user's image and their name. Next to the name is a downward pointing arrow, which when selected, reveals a menu.

  3. Select Settings from the menu. Cog icon.

  4. Select Groups tab.

    Settings page. The Groups tab is selected.

  5. Select Create.

    Create group dialog. There are settings for adding a name, description, and users. There are also checkboxes for choosing the type of group.

    Paligo displays the Create group dialog.

  6. Enter a Name and Description for the user group. The name is required but the description is optional.

  7. Select Group type with the checkboxes:

    • Assignment group - When you (or other users) create assignments, you will be able to choose the group as an assignee. The assignment will be allocated to each member of the group. This is a quicker and more convenient way of allocating an assignment to several people at once.

    • Permission group - Use to create a collection of users for use with the Permissions feature. When you set permissions on folders or components (such as topics and publications), you will be able to grant the permissions to the group. This is a quicker and more convenient way of allocating edit permissions to several people at once.

    Note

    You must check at least one of the boxes. It is possible to check both boxes if the group is both types.

  8. Select the Users that will belong to this user group.

    Either enter a user name or email address to get Paligo to find the matching person OR select the field and choose the users from the list.

    Edit group dialog. There are settings for changing the group name, the type of group, and the users in the group.

  9. Select Save.