🚪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

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