Assigning CRM records to User Groups

Once CRM records have been assigned as Users, an Admin can give these users deeper credentials to Site Stacker by assigning them to a 'User Group'. An Admin can configure each user group to view, add, delete, or edit specific components in SiteStacker.


Before assigning users to user groups, the Admin will need to add and configure the User Groups by:

  • Clicking on the 'Users' component.
  • Click the 'Groups' tab.
  • Right-click on the 'Groups' folder and click 'New'.
  • Name the User Group and click 'Save & Close'.

New User Group Folder

Now an Admin can configure what the User Group will be able to do in the system by checking on the checkboxes in each folder found on the middle section of the window. An Admin can manually add users to the User Group or do a bulk import of users.


To do a bulk import of users to User Groups, you will need to do the following:

  • Click the 'Import' component.
  • Click the 'Documentation' tab.
  • Scroll down and check the 'User Group Assignment' checkbox.
  • Click the 'Download Selected' button found on the upper-left side of the window.

Set Group Permissions

Below is the data needed for this import:


Download Selected


User Group Assignment

Column Name

Description

external_person_id

ID that was passed to 'external_id' in the Person data map

external_person_is_group

Set this to 1 for linking with a people group record

external_group_id

ID that was passed to 'external_id' in the Group data map


Modified on Mon, 25 Sep 2023 at 09:41 AM

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Make sure these features are added to your Site Stacker installation by learning how to run updates here!