Managing User Groups

This section describes the permissions model and how to manage user groups.

The management of user groups occurs on the instance level. Global admins can add, edit, and delete user groups for all Sites in a NavVis IVION Instance. Site admins can add, edit, and delete user groups for their site(s) only.

Groups Tab

You can find the Groups tab under User Management > Groups on your instance dashboard.

In the Groups tab you can:

• See a list of user groups for each site in the instance.

• Add new user groups.

• Edit existing user groups.

• Delete user groups.

1. Go to User Management > Groups.

2. From the drop-down menu, select the site for which you want to add a group.
   

3. Click the level at which you want to add the new group  (Admin, Editor or Viewer).

4. Click the + Add subgroup button at the level at which you want to add the new group. The levels are Admin, Editor or Viewer. In this example we want the new group at the Admin level.
   

5. Enter a name for the group and assign the permissions to the group by selecting the check boxes.
   

6. Click Save to confirm the selection.

   

7. To edit the name or permission of a group click the pencil Edit button of the group you want to edit.
   

8. In the following screen you can change the name or change the permissions associated with that  group.
   

9. Click Save.
   

10. To delete a group, click the Delete button of the group you want to delete.
    

11. The following confirmation screen is displayed, click Delete to confirm the deletion of the group.
    

Setting the lowest user group for a Site

This procedure describes how to set the lowest user group that can view a site.

1. Go to Edit Site.
   

2. Switch off the toggle for Make site visible for everyone.

   

3. A new field is displayed: Select the lowest user group that can view this site.

   

4. Click inside the field and select the lowest user group that you want to be able to view this specific site.

   

5. Click Next.

6. Click Save.