Managing Groups and Admin Permissions in the Users Component

How to Add or Remove Groups in Site Stacker

Managing groups in Site Stacker allows you to organize users effectively, such as by department or role. Here’s how to add or remove groups:

Adding a New Group

1. Log In: Access your Site Stacker installation using your admin credentials.
2. Navigate to Users: From the main dashboard, select the Users component. This displays a list of current users on your site.
3. Go to Groups: Click on the Groups tab to view existing group folders (e.g., "Mobilization").
4. Add a Group:
   • Right-click in the area where you want to add the new group (e.g., within a high-level folder).
   • Select New from the context menu.
   • Enter a descriptive name for the group (e.g., "HR Department") and confirm.
5. Organize Subfolders: You can create multiple subfolders within high-level group folders to reflect your organization’s structure (e.g., subfolders for different departments under "Mobilization").

Tip: Use clear names for groups to simplify future management.

Removing a Group

1. Log In: Access your Site Stacker installation.
2. Navigate to Users: Select the Users component.
3. Go to Groups: Click the Groups tab.
4. Delete a Group:
   • Locate the group folder you want to remove.
   • Right-click on it and select Delete from the context menu.
   • Confirm the deletion when prompted.
5. Check Users: Before deleting, ensure no users are assigned to the group. If there are, reassign them to another group first.

Why It Matters: Adding and removing groups keeps your user structure organized and relevant to your site’s needs.

How to Manage Admin Permissions in Site Stacker

Admin permissions control what users in a group can do within Site Stacker. Follow these steps to manage them:

Setting Permissions

1. Log In: Access your Site Stacker installation with admin credentials.
2. Navigate to Users: Select the Users component to see the list of current users.
3. Go to Groups: Click the Groups tab and find the group folder you want to manage (e.g., "HR Department").
4. Adjust Permissions:
   • Click the group folder to display a list of permission categories (e.g., CRM/Entity Permissions, Component Permissions).
   • For each category, check or uncheck the Create, Read, Update, and Deleteboxes to grant or restrict access:
     • CRM/Entity Permissions: Determines visibility of CRM profiles (e.g., only HR can see certain profiles).
     • Component Permissions: Controls access to specific components (e.g., allowing or blocking modification of certain areas).
5. Save Changes: Apply your settings when finished.

Example: To let the "HR Department" group view and edit user data but not delete it, check Read and Update, and leave Delete unchecked.

Testing Permissions

1. Impersonate a User:
   • From the Users component, find a user in the group.
   • Use the impersonation feature (if available) or log in as that user.
2. Verify Access: Test actions like viewing a CRM profile or accessing a component to ensure permissions work as intended.
3. Adjust if Needed: Return to the group’s permissions and tweak settings if the user has too much or too little access.

Why It Matters: Properly configured permissions ensure users have appropriate access without compromising security or functionality.

Additional Features and Tips

SAML Groups

• Purpose: Enables Single Sign-On (SSO) integration with services like G-Suite or MS Exchange for centralized access control.
• How to Use: Look for the SAML Groups section in the Users component and follow the setup instructions.

Security Tags

• Purpose: Adds extra permission layers for sensitive data (e.g., notes or files). For example, an "HR" tag could restrict HR notes to HR admins only.
• How to Use: Create and assign security tags in the Users component.

Tips for User Permissions

• Folder Structure: Match your Site Planner folder structure to User Groups for consistency.
• External Users: Use Record Types instead of groups for managing page visibility for external users (e.g., applicants).
• Sensitive Pages:
  • Check the Authenticate setting on each page.
  • Apply visibility conditions to entire folders and specific pages as needed.
  • Configure menu visibility to align with page permissions.
• Subfolder Behavior:
  • User Group Subfolders (Left Pane): These are organizational and don’t automatically inherit users (e.g., adding a user to a parent folder doesn’t add them to a child folder).
  • Permission Subfolders (Center Pane): These inherit permissions from parent folders by default. Checking a parent permission checks all child permissions, but you can manually uncheck subfolder permissions. To reset a subfolder to inherit again, right-click it and select Inherit permission (clear existing).

By following these steps, you can efficiently add or remove groups and manage admin permissions in Site Stacker, tailoring access to your organization’s needs. If you need further assistance, consult Site Stacker’s documentation or support team!