Managing User Groups

A user group collects user accounts to make managing permissions easier. For example, you might create a user group called "hr_users" and add user accounts for people in the human resources department. The existence of user groups isn't visible in the application's user interface.

User groups are made up of members and admins. Unless they have access to the admin console, members typically aren't aware that they're in a user group. The account simply defines (at least partly) their access to the application's features. Group admins have access to the area of the admin console through which they can manage settings and membership for a group they're administering. By default, they get to this feature by directing their browser to a URL as described in Starting the Admin Console. Unless they have other types of admin access, they'll only be able to access account management pages for the account they're administering.

Be sure to see Managing User Accounts and User Groups for overview information on how accounts work.

Note that if your community uses an external database (such as LDAP or Active Directory) to manage user identities, you won't by default be able to use the admin console to edit information managed there. Also, it's possible for your community to use an external data store for user account information, but not for user groups (which you can instead create and manage with the admin console). For more information about using LDAP or Active Directory with Jive SBS, take a look at the ) LDAP and Active Directory Guide.

Adding User Groups

You add user groups by creating and naming a group, then adding user accounts for each of the group's members. You also add one or more user accounts for those who'll be administrators for the account.
  1. In the admin console, go the Create Group page at People > Management > Create Group.
  2. Enter a group name. Choose something that will help you know at a glance what the group is for and who's in it. Add a description if you like. Create Create Group.
  3. Use the Add Members links to add user accounts for people who should be members of the new group. For more information see Managing Group Membership.
  4. Use the Add Admins links to add user accounts for people who will have permission to administer the account. For more information see Managing Group Membership.

Try defining user groups before launching the community. For example, you can group users according to employee job function or department. User and Group permissions can be assigned on a space or sub-space basis.

Note: If your user account and user group information is stored externally (such as in LDAP or Active Directory), new user groups you create will be managed in the admin console and stored in the local application database instead.
Tip: You can create user groups for testing, then add user accounts to the groups later.

Managing Group Membership

When you're adding or editing the membership list of a user group, you use the Group Members page. You can reach this page while you're creating the group by clicking the Add Members or Add Admins link on the Group Settings page. For a group that's been created already, go to the Group Summary page, then click the group's name in the list to get to its settings page. On the settings page, click the appropriate Edit link to edit membership.

Add members to the group by typing their name in the Add Member box, then clicking the Add button. If you don't know the name, click User Picker to browse or search a list of users, then select the check box for the user you want to add. Unless they have access to the admin console, users won't know which user groups they're a part of.

Add administrators in the same way you add members. User group administrators have access to the portions of the admin console where they can manage settings and membership for the group they're administering.

Editing Group Settings and Properties

Group settings are simple, including the group's name and description, along with group properties. You can edit a group's settings in the admin console by going to the Group Summary page, then clicking the group's name.

Group properties are simple name-value pairs that programmers can use to work with the group in their code. Group properties are often used as a way to keep track of extra information about the group. For example, if groups are defined based on company departments, each could have a departmentID property whose value is the department's internal billing ID. A group can have multiple properties. When you're working with properties, remember that entering the name and value for an existing property will update that property's value to the one you entered.