Group management in headful allows you to create user groups, assign them to users, configure them at project level, and use them to generate group-specific page versions.
Groups are created in the dashboard and then configured and assigned within projects.
Step-by-Step Guide
Step 1: Create Main Groups in the Dashboard
Before creating group-based page versions, you must first create main groups in the dashboard.
Navigate to Group Management
In the dashboard, click Users.
Switch to the Groups tab.
2. Create a New Group
Click Add New Group.
Enter a name for the group and confirm.
Tip:
Create smaller, more specific groups. These can later be combined into parent groups within project settings.
Assign Groups to Users
You can assign groups directly to users or modify them later in the user management:
Click the three dots next to a user and select edit.
Adjust the role or group assignment.
Step 2: Configure Groups in the Project
After creating groups in the dashboard, you must configure them within the project settings.
Edit a Project:
Click the three dots next to a project and select edit.
Switch to the Groups tab.
Manage Groups
Here you can see existing assignments. Click Management to add new groups.
First, create a parent group:
Enter a name for the parent group.
Optionally activate “This value is required for users” so that users without this group cannot access the system.
Activate “This single value is required for users” if users should be allowed to switch their group themselves when they are assigned to multiple groups.
Add Subgroups:
Click the plus icon.
Enter a name for the subgroup and confirm.
Important: Only subgroups can be assigned later. If you only have a few groups, still create a parent group and name it the same as the subgroup.
Schritt 3: Assign Groups
Group Assignment
Switch to the Assignment tab.
Here you can assign the previously created main groups (from Step 1) to the corresponding subgroups.
You can also exclude groups and define rules.
Example: Users in the group “Region North” must not have access to content assigned to the group “Region South.”
Submit:
Review the assignments and submit them.
Step 4: Create Group Sets
Group sets allow you to combine different groups in order to create specific page versions.
Create Primary Sets:
Click the plus icon.
Select which groups should be included or excluded.
Assign a clear and descriptive name that reflects the purpose of the set.
Tip: Use clear and understandable names for sets so users know which version they are viewing.
One-Time Group Sets
You can also create sets that are only used for individual projects.
These are displayed under “used once.”
Maintain Overview
Below the sets, you will find an overview of all groups and their assignments within the project
Step 5: Set Up Group-Based Page Versions
Create a Page Version
Open a page within the project and click the plus icon.
Select the desired group and decide whether all components of the page should be copied.
Confirm your selection.
Switch Between Versions:
As an editor, you can switch between group-based page versions using the page icon in the bottom right corner of the page.
System Dependencies
Groups must first be created in the dashboard.
Subgroups are required for assignment at project level.
Only assigned groups control visibility and access.
Group sets define which content version is displayed.
Required group settings restrict system access.
Tips & Tricks
Create granular groups for better flexibility.
Use consistent and clear naming conventions.
Always verify assignments before confirming.
Keep group structures logically organized to avoid complexity.