Groups Typical Setup

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Overview

This is a guide with examples on how to setup your groups. We highly recommend that you read the rest of the documentation about KB Groups and how their 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 to control their access. The user’s tab controls user assignment to specific groups and their role in that group.

Creating Groups

First, 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. In the section below it you can manage your groups.

Assigning Users to Groups and Roles.

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

  1. Choose the Users tab
  2. Choose the Group you want to edit.
  3. Choose the role you want to add users too.
  4. You can search for users if you have a large number of users.
  5. Click to add 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 you need to assign your Groups to Categories that they should have access to.

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

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 access level and click on the category 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. They will only have access to the Public Category by default and we will assign them to the Bronze Category. In this example, we have given the Bronze Member’s read-only access. This means they can only view the Bronze category articles on the front end.

Example: Setup Silver Group Access

Next is the Silver group, they too get the Public Category access by default like all other groups. This group will have a little more access, we will assign them the Bronze and Silver Categories with Read-only access.

Example: Setup Gold Group Access

Now our final group in this example are the Gold Members. 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 them and even edit them as well, but within this Gold Members group in the user’s tab, you can give certain users only the KB role of subscriber and then they can only view as well, however, any editors or contributor roles within this group does have editing ability.

Last Updated On August 02, 2019