Site Groups allow site admins to define and edit site-wide groups of users. In particular, grouping users by the permissions they require and then assigning permissions to the group as a whole can greatly simplify access management. A key advantage is that if membership in the organization changes (new users enter or leave a given group of users) only the group membership needs updating - the permissions will stay with the group and not need to be reassigned in every container.

Site groups have no default permissions but are visible to every project and may be assigned project-level permissions as a group. Using site groups has the advantage of letting admins identify the affiliations of users while viewing the site users table where project group membership is not shown.

The server has built-in site groups described here: Global Groups.

Create a Site Group

View current site groups by selecting (Admin) > Site > Site Groups:

To create a new group, enter the name, here "Experimenters" then click Create New Group. You may add users or groups and define permissions now, or manage the group later. Click Done to create your group.

Manage Site Groups

Membership in site groups is managed in the same way as membership in project groups. Learn more in this topic: Manage Group Membership.

Clicking on the group name to view the group information box.

  • Add a single user or group using the pulldown menu.
  • Remove a user from the group by clicking Remove.
  • View an individual's permissions via the Permissions button next to his/her email address.
  • Manage permissions for the group as a whole by clicking the Permissions link at the top of the dialog box.
  • Click Manage Group to add or remove users in bulk as well as send a customized notification message to newly added users.

Grant Project-Level Permissions to a Site Group

To grant project-level permissions to Site Groups (including the built-in groups Guests and Site Users), select (Admin) > Folder > Permissions from the project or folder. Site groups will be listed among those eligible for assignment to each role.

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