In the system, you have the flexibility to work with both roles and groups to effectively manage user access and organization. Roles determine the permissions and access levels for users, while groups help organize users based on common attributes or affiliations.
Configuring Roles
Click the Roles tab.
Click the “Add Role” button located at the top right corner.
Set the name of the role (e.g., “Admin,” “Viewer,” “Editor”).
Add a brief description of the role (optional but helpful for clarity).
Specify which locations can be viewed. If your workspace has multiple locations, you can select them.
Choose one of the following options:
“Provide access to all resources”: Use this for accounts that need access to everything within your site (e.g., admin, HR, management).
“Limit access to resources”: Select specific resources from the dropdown list. This restricts access to only those chosen resources.
Once you’ve configured the role, click “Confirm”.
Archie tip: When creating roles, make sure to create a role that has access to all the basic things, this role can be associated to new users by default, with this, whenever a new user is created, this role will allow them to access the basic things, you can later modify this new user with a higher-level role.
Configuring Groups
Click the Groups tab.
Click the “Add group” button located at the top right corner.
Set the name of the group (e.g., “Marketing,” “IT,” “All users”).
Add a brief description of the role (optional but helpful for clarity).
Add the personal accounts that will be part of this group, this can be done later
Add the role or roles that you want to associate to this group
Click Confirm
Archie tip: You can use the Default group already created to assign the default role, new accounts will be part of this group by default.
Our next article will take you to Configuring your workspace.