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MindTouch Success Center

Create a user group

This page applies to:MindTouch (current)

Groups are a necessary component to allow team contributions to public-facing content and to restrict access to internal-only pages. This article outlines the steps for creating user groups in MindTouch.

If you are using SAML single sign-on (SSO) authentication, you must first create groups via your identification provider (IdP) and then create the same groups in MindTouch as outlined in this article. Your MindTouch groups MUST be named exactly as they appear in your IdP. 

 

Why should I create user groups?


Create groups to control access to your pages and to minimize user management:

  • Set up teams of collaborators and contributors and assign specific levels of access.
  • Keep proprietary or sensitive information from users who don't need visibility or access.
  • Avoid time-consuming user management. (Groups allow administrators to apply user changes globally via the control panel instead of having to make changes to individual pages.) 

Applying roles to a group may affect an existing user's role. Be sure to read our documentation on understanding user types and pro member roles

 

How to create user groups in MindTouch


To create user groups, follow these steps:

Step 1:  Create your new groups

  1. On the MindTouch toolbar, select Site tools > Control panel.

screenshot of accessing the control panel to create groups

  1. In the control panel, under Users & Groups, select Groups.

screenshot of the groups link in the MindTouch control panel

  1. Click Add Groups.

Screenshot of how to add groups in the MindTouch control panel

Step 2:  Name your new groups

In the Groups dialog, enter your group names.

Ampersands (&) in group names are currently NOT supported.

Screenshot of group names entered in the groups dialog

Give your groups easily identifiable names such as "Employees" (for general access), "Editors" (for specific user access) or "Compliance" (for specific departmental access).

 Step 3:  Assign group roles

Although you can assign any role you want to groups, we strongly recommend assigning groups the Viewer role since higher roles can always be assigned on specific pages or sections later. 

  1. Assign the Role of Viewer (recommended) to your groups.  
  2. Click Add Groups.

Screenshot of groups designated as viewers

For users who are part of a group, the highest assigned global role in the control panel is in effect across the entire site. Also review how page permissions may affect global roles.

  1. Choose the group Authentication.
  2. Click Add Groups.

Screenshot of the configuration dialog when creating groups in MindTouch

 

Although community members can be added to groups, the role of a group only applies to pro members in that group. Community members CAN NEVER contribute—even if a part of a contributing group.

 

What's next?


Learn how to change community members to pro members so they can contribute. 

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