Managing Permission Groups

HelpDocs supports permission groups so you can restrict access to articles in your knowledge base. You can easily add new permission groups, add users to multiple groups. and assign groups to articles.

Adding a new permission group

You can add a permission group in user management settings in a few clicks. Head to the user management settings and:

  1. Click Add Group.
  2. Click Edit.
  3. Enter a name for the new permission group.
  4. Click Save Changes.

Now you've created your permission group you can start adding users to it.

You can add users when you invite them to HelpDocs, or in the User Management settings.

Assigning users to permission groups

Assigning users to permission groups is quick and can be completed in a few click. You can assign users to permission groups from the user management dashboard or at the user invitation stage.

Assigning users to permission groups from the User Management dashboard

To assign users to permission groups from the user management dashboard, head to the dashboard:

  1. Click Edit next to the user you wish to assign.
  2. Select the permission groups from the Group dropdown.
  3. Click Save Changes.

The user will be added to the permission group.

Assigning users to permission groups at the invitation stage

To start assigning users to permission groups at the invitation stage, head to the dashboard:

  1. Click Invite Member.
  2. Enter the Email Address and select the Role for the new user.
  3. Select the permission groups from the Group dropdown.
  4. Click Send Invite.

When the user logs in, they will automatically be added to the selected permissions groups.

Removing users from permission groups

Removing users from permission groups is easy to do from the user management dashboard.

To get started head to the user management dashboard:

  1. Click Edit next to the user.
  2. Select the X on the permission group to delete it.
  3. Click Save Changes.

The user will be removed from the permission group.

Deleting permission groups

Deleting permission groups is quick and simple to do from the user management dashboard.

To delete a permission group, start by heading to the dashboard:

  1. Click Edit by the group name.
  2. Click Delete.

The permission group will be deleted and users in the group will be automatically removed from it.


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