'User Groups' are used to assign the relevant libraries and regions to your users. Depending on the group(s) a user belongs to, he/she will see the libraries that he/she should have access to.
It will also help you to keep a structured overview of your users.
Click in the top menu bar on 'People' > 'User Groups'
or in the quick overview directly on 'User Groups':
1. Create the user groups manually
To add the groups one by one, you can click on the '+ Add user group'-button:
The following pop-up will open, where you can fill in the name of the group, assign the applicable regions and select the relevant libraries these users should have access to:
When clicking on 'Save', the user group will be created and you can assign the users via the dropdown at the right top of this user group - manually via the third option 'Assign users', via upload with the last option 'Upload users (csv):
2. Upload user groups via CSV
To upload your user groups in one batch, you can click on the dropdown 'Actions' > 'Download template (csv)' to download the CSV template.
If the data is all gathered in the first cell because of your Excel settings, you can easily fix this by
selecting the first column > clicking on the menu 'Data' > choosing 'Text to Columns'.
In the pop-up that appears, you select the following:
- Step 1: Select the option 'Delimited' > click on 'Next'
- Step 2: Tick the box before 'Comma' > click on 'Next'
- Step 3: Click on 'Finish'
Now you can complete the template, save the result and upload it by clicking on the dropdown 'Actions' again but this time choosing the option 'Upload user groups'.
After uploading the file, your user groups will be created and you can assign the users via the dropdown at the right top of this user group - manually via the third option 'Assign users', via upload with the last option 'Upload users (csv):