Groups
In this section, you will find details about Groups in the StackSpot Account.
Overview
You can manage roles and permissions in StackSpot directly in a member of your account's profile** or by creating groups.
But, as well as being good practice, creating groups is the best way to assign roles directly to users.
Groups are sets of several users with the same types of roles and resources, that is, the same permission level. This is useful because you don't need to configure permissions for your organization's new users. You only need to add these users to a group that has already been pre-configured with the roles available in StackSpot.
Within the group, you configure:
See below how to manage groups on the StackSpot Platform:
Requirements
Create Groups
See below the steps to create groups on the StackSpot Platform:
Step 1. Login and click on the 'Manage Account' button;
Step 2. Go to the left side menu under the section 'Settings';
Step 3. Click on 'Access Management';
Step 4. Click on 'Groups';
Step 5. Click on the 'Create new Group' button;
Step 6. Fill out the fields with the following information:
- Group name
- Group description
Click on the 'Save' button.
Done! You created a group.
Next steps: Configure your new group. To do that, see the steps below.
Group configuration
When you have a group, you can:
- Add members.
- Add roles.
- Add resources.
Example:
You can create a group that has:
- Studio Administrator and Content Creator roles;
- Five members;
- One Studio called Testing-Studios as a resource.
Follow the steps below to configure groups:
Step 1. Login to the StackSpot Platform and click on the 'Manage Account' button;
Step 2. Go to the left side menu under the section 'Settings';
Step 3. Click on 'Access Management';
Step 4. Click on 'Groups' and then select the Group you want to configure:
Step 5. Add members to the group:
- Click on the Members tab;
- Click on the Add new member button;
- Select the members you want to add to the group from the list;
- Click on the 'Save' button.
Done!
Step 6. Add roles to the group:
- Click on the 'Roles' tab;
- Click on the Add new role button;
- Select the roles you want to add to the group from the list.
- Click on the 'Save' button. Done!
Step 7. Add resources to the group:
- Click on the 'Resources' tab;
- Click on the Add new resource button;
- In the selector below the tabs, choose the type of resource you want to add. For example: Studios and Workspaces;
- Choose the resources from the list;
- Click on the 'Save' button.
Done!
Delete a Group
Follow the steps below to delete a group:
Step 1. Login and click on the 'Manage Account' button;
Step 2. Go to the left side menu under the section 'Settings';
Step 3. Click on 'Access Management';
Step 4. Click on 'Groups';
Step 5. On the screen, you can see all the groups you have created on your Account. To delete one, click the Remove button next to it.
Confirm you want to delete it. Done!