This article is intended for: Administrators of Disclosure Studio.
Use this article after: you have added team members to User Management and wish to organize your team members by creating custom groups within the Disclosure Studio
Note: You can click on any image below to zoom in.
Learn how to organize your team members by creating custom groups within the Disclosure Studio. This article walks you through setting up group details and assigning specific users to ensure efficient collaboration. There are three steps to configuring a team in Disclosure Studio User Management. Select the step below to jump directly to that section of the article.
Create a Group
- Navigate to the Groups tab within User Management and select the +Create group button.
- Enter the group or team name into the Group name field.
- Enter a description for the group in the Comment field.
- Select the Create button to save the group.
Assign Users to a Group
- Select the Edit (pencil icon) for the newly created group.
- Now, select the users you want to add to the group from the Add users to group dropdown list.
- Select the Edit button to save the users assign to the group.
Configure Permissions
- Select the Edit permissions (key) icon for the group.
- Select the desired checkboxes under the Report Permissions tab.
- Select the desired checkboxes under the Application Permissions tab.
- Select the Apply button to save the permission changes.
Learn more about User Management permissions with this article.
Now you have applied a permission to a group of users!
View a Step-By-Step Walkthrough Below
Have more questions or need assistance?
Submit a Request