Groups Typical Setup


This is a guide with examples on how to set up your groups. We highly recommend that you read the rest of the documentation about KB Groups and how they work.

Initial Setup

After you first install the KB Groups add-on you will see two new tab options:

Groups Tab allows you to create new groups of users and control their access. The user’s tab controls user assignment to specific groups and their role in that group.

Creating Groups

Start by creating your groups:

  1. Choose the Groups Tab.
  2. Click on the Add New Groups button and then enter the name of the group. It will show after you click on the button.
  3. Manage your groups in the section below it.

Assigning Users to Groups and Roles

Next, you will need to set up your user roles so that you can assign access to certain people to control the editing of your KB articles.

  1. Choose the Users tab.
  2. Choose the Group you want to edit.
  3. Choose the role to which you want to add users.
  4. You can search for users if you have a large number.
  5. Click to add a user to this role.
  6. Below is a list of your users. You can remove them from this role and group.

For more information on KB Roles see this article.

Assign Groups to their Categories

Next assign your Groups to give access to Categories.

In this simple example, we have created three groups:
Bronze, Silver, and Gold.

The Public group is the default group representing users who are not part of any group i.e. the general public not logged into your website.

For more information about Category restriction click here.

For information about that click here.

Example: Setup Public Group Access

Below we create four sample categories:

To assign a category to a Public group, first select the public group. Then choose the access level and click on the category for which you want the public group to have read-only access. In this example, we have chosen the “Public Category”. Now the general public will be able to view the articles on the front end.

Example: Setup “Bronze” Group Access

Next, let’s set up the Bronze group. As this name implies, they have the least amount of access.

Initially the group members will only have access to the Public categories. We will then assign them to the Bronze Category with read-only access. This means the users can only view the Bronze category articles.

Example: Setup Silver Group Access

This group’s users also have the Public Category access by default like all other groups.

This group will have more access than the Bronze group, as we will assign them both to the Bronze and Silver Categories with Read-only access.

Example: Setup Gold Group Access

Our final group in this example is the Gold group.

These members will have the highest level of access. We will assign them Full Access to all the categories. This means that they can read and edit assigned categories based on their assigned role within the group.

Any Editor or Contributor roles within this group have editing ability.

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