🚪Manage Groups

Data groups control access to data and allow for more refined searching and summarising of information.

Manage groups in Knowr

Group management page

• Open Groups via the navigation menu

Add a new group

• Click the New group button

• Enter a name for the group and a useful description. These can be updated later.

• Click save

Edit a group

• Click on the group you want to edit

• Edit the name and description as required. To deactivate or activate a group, select the option from the edit form.

• Click save to save the changes

Manage group members

Every user is added to the default "General" group which is automatically created when the organisation is created.

• With the group selected, click manage members

Add a member

• Click add member

• Select the user to add

Edit permissions

• Click the checkbox for each individual permission to add or remove

  • Changes are saved immediately

• READ: User can access the entries in this group when asking Knowr questions or creating a summary

• WRITE: User can add entries to this group

• DELETE: User can mark entries for removal in this group

Remove a user from a group

• Click the trash icon for the user

• The user will be removed from the group immediately