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User Groups

User groups are logical groupings of users that make security assignment and document distribution easier. Instead of assigning permissions to individual users, you can assign permissions to a group.

Group Types

infoRouter supports three types of user groups:

Type Scope Description
Global User Groups System-wide Can be used in all libraries
System User Groups System-wide Define administrative roles
Local User Groups Single library Only available within one library

Global User Groups

Global groups are defined at the system level and can be applied across all libraries.

Creating a Global User Group

  1. Click Control Panel
  2. Click Global User Groups
  3. Click New in the sidebar
  4. Enter a name for the group
  5. Check "Private user group" to hide member list (optional)
  6. Click OK

Adding Users to a Global Group

  1. Select the group from the list
  2. Click Add Member in the sidebar
  3. Check the boxes for users to add
  4. Click OK

Local User Groups

Local groups are defined within a library and can only be used in that library.

Creating a Local User Group

  1. Click Control Panel
  2. Click Libraries
  3. Select the library
  4. Click Local Groups
  5. Click New in the sidebar
  6. Enter a name for the group
  7. Check "Private user group" to hide member list (optional)
  8. Click OK

Adding Users to a Local Group

  1. Select the group from the list
  2. Click Add Member in the sidebar
  3. Check the boxes for users to add
  4. Click OK

System User Groups (Roles)

System user groups define administrative roles with special privileges:

Role Description
Administrators Full system access
Audit Managers Manage audit logs
Policy Managers Manage retention policies
User Managers Create and manage users
Library Managers Manage specific libraries
Portal Administrators Manage portal configurations
Category Administrators Manage categories and saved searches

Deleting a User Group

  1. Navigate to the User Group list (Global or Local)
  2. Select the group to delete
  3. Click Delete in the sidebar
  4. Click OK to confirm

Security Considerations

Who Can Manage Groups

Only the following can create and manage global user groups:

  • System Administrator
  • Members of the Administrators system user group
  • Members of the User Managers system user group

See Also