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how_to_create_and_manage_a_group_of_users [2025/07/11 16:25] rudy |
how_to_create_and_manage_a_group_of_users [2026/04/30 13:41] (current) rudy |
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| ====== How to Create and Manage a Group of Users ====== | ====== How to Create and Manage a Group of Users ====== | ||
| - | Within your organization it can be helpful to create subdivisions of users in groups, for example to give them access to different content such as in these examples: | + | Within your organization it can be helpful to create subdivisions of users in groups, for example to give them access only to specific content such as in these examples: |
| * Year 1 general biology class vs Year 2 human histology class | * Year 1 general biology class vs Year 2 human histology class | ||
| * Gastric tumour multi disciplinary team meeting vs Breast tumour MDT | * Gastric tumour multi disciplinary team meeting vs Breast tumour MDT | ||
| * Liver second opinions vs Lymphoma second opinions | * Liver second opinions vs Lymphoma second opinions | ||
| - | The 'Groups' tab on the sidebar allows you to create groups of users and manage access to the content you have created, like collections or courses for education organisations or case collections for case sharing and AI. | + | As an Aministrator or editor you define which Member users can access the group and control what content they can see based on their [[license_and_user_management|licences]] . |
| - | ===How to do it=== | + | |
| + | **Create a new Group** | ||
| + | |||
| + | |||
| + | The 'Groups' tab on the sidebar allows you to create groups of users and manage access to the content you have created, like collections or courses for education organisations or case collections for case sharing and AI. | ||
| {{ :groups_1.png?600 |}} | {{ :groups_1.png?600 |}} | ||
| + | |||
| + | **Adding content and making changes to your group** | ||
| Click the edit icon next to your group to start adding members and content | Click the edit icon next to your group to start adding members and content | ||
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| {{ :groups_2.png?600 |}} | {{ :groups_2.png?600 |}} | ||
| - | Adding existing members of an organisation (1) and inviting new users (2) can be performed in the “User” tab. | + | ** How to add users** |
| - | {{ :How to create and manage a group of users_3 user overview.png?600 |}} | + | Remember the purpose of a group is to use it in the context of restricted access to content for a group of users, you don't want these users to have access to all the information in your organisation and also they should not be able to change anything. My Pathomation allows you to assign different roles to users. |
| The different roles are Manager, Editor and Member. \\ | The different roles are Manager, Editor and Member. \\ | ||
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| | Courses | View | Create | Create | | | Courses | View | Create | Create | | ||
| | Groups | View | Create/Invite | Create/Invite | | | Groups | View | Create/Invite | Create/Invite | | ||
| + | | Quizzes | Participate | Create/Invite/review | Create/Invite/review | | ||
| | Shares | No | Yes | Yes | | | Shares | No | Yes | Yes | | ||
| | Financial Management | No | No | Yes | | | Financial Management | No | No | Yes | | ||
| + | | License Management | No | partial | complete | | ||
| + | Adding **existing members of an organisation** (1) and **inviting new users** (2) can be performed in the “User” tab. | ||
| + | **existing members of an organisation** really means just that. when you start typing the name of a user that already belongs to your organisation, the rest of the name auto fills. You can add more then one user to add here. When you are ready click add. | ||
| + | **invite new users** allows you to add new persons to your organisation, you can also decide their role with this feature. | ||
| + | |||
| + | {{ :How to create and manage a group of users_3 user overview.png?600 |}} | ||
| + | ** Which users are in my organisation and groups?** | ||
| You can get an overview of the group in Info [1] \\ | You can get an overview of the group in Info [1] \\ | ||