1. User access and permissions

Manage user groups in Content Hub

Members of a user group are granted permissions and privileges according to the user group policies assigned to that group. By managing permissions and privileges using groups, you can streamline how they are assigned. This means that when you add new members to a group, they are automatically assigned the same access rights as every other member of the group. A user can be a member of multiple groups.

Sitecore Content Hub includes various standard user groups to help you get started but you can create, edit, or delete user groups from the Manage page as required if you have the necessary permissions. Some of these user groups (such as Creators, Approvers, Editors, Readers, and Guests) are intended to provide you with an example of how you might apply permissions and privileges and are used for demo purposes.

Important

We strongly recommend you create new user groups specific to your project and requirements. Pre-calculated permissions in Content Hub are evaluated each time an entity is created or updated. The number of user groups, and the number of policies they contain, has an impact on performance; for this reason, we recommend you have no more than 100 user groups, each containing fewer than 100 policies.

Also refer to the security best practices for managing user groups.

Create a user group

The users you add to a user group have access to the modules you specify and the homepage you select for the group.

To create a user group:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, click the User groups tab, and then click Add user group.

  4. In the Usergroup properties section, in the Name field, enter a name for the user group.

  5. Next to Users, click Add.

  6. In the Users dialog box, next to each user you want to add to the group, select the check box and, when you are finished, click OK.

  7. In the Confirm dialog, click Yes to confirm the addition of new users to the group.

  8. Assign the required Content Hub Modules to the user group.

  9. Next to Homepages, click Add.

  10. In the Homepages dialog, select the check box next to the homepage you want to use for the group, and then click OK.

  11. Click Save.

Note

Only custom homepages are displayed in the Homepages dialog box.

Important

After you create a user group, you must define user group policies to control what the members of those groups can access and do across Content Hub.

Edit a user group

To edit a user group:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, click the User groups tab.

  4. Next to the user group you want to edit, click View details .

  5. In the User group properties section, click Edit .

  6. Make the required changes and click Save.

Delete a user group

When you delete a user group, it is removed, but the users associated with it remain in Content Hub.

To delete a user group:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, click the User groups tab.

  4. Next to the user group you want to delete, click Delete .

  5. In the Delete dialog box, click OK to confirm the deletion.

Add a user to a group

When you add a user to a group, the user inherits all the permissions and privileges assigned to that group. By default, all users belong to the Everyone user group.

Tip

For an example of how permissions can be applied when working with multiple user groups and various user group policy combinations, see user group policies.

You can add a user to a group from:

  • The Users tab.

  • The User groups tab.

Add a user to a group on the Users tab

To add a user to a user group from the Users tab:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, on the Users tab, next to the user you want to add, click View details .

  4. On the user details page, click the User groups tab.

  5. In the Group memberships section, click Add to user group.

  6. In the Select items dialog box, select the check box next to the user groups to which you want to add the user, and then click Select.

  7. To add a user to a user group that is part of the policy combination, click Add to user group.

  8. To update the policy combination if required, do any of the following:

    • To add a user group policy to the policy combination, click Add item and then select from the available list of policies.

    • To add a user group policy set to the policy combination, click Add set. For each set, you can add one or several policies.

    Note

    To apply the user group policies separately, use any . To combine user group policies, use all.

  9. Click Save.

Add a user to a group on the User groups tab

To add a user to a user group from the User groups tab:

Note

To apply the user group policies separately, use any or to combine user group policies use all.

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, on the User groups tab, next to the user group you want to add a user to, click View details .

  4. In the Usergroup properties pane, click Edit Edit icon.

  5. In the Users field, click + Add.

  6. In the Select items dialog box, select the user groups to which you want to add the user (for example, Superusers).

  7. In the Confirm dialog, click Yes, and then click Save to save your changes.

  8. To add a user to a user group that is part of the policy combination, click Add to user group.

    • To add a user group policy to the policy combination, click Add item and then select from the available list of policies.

    • To add a user group policy set to the policy combination, click Add set.

  9. Click Save.

Remove a user from a group

You can remove a user from a user group using:

  • the User groups tab.

  • the Users tab.

Note

When you remove a user, their group memberships and policy combinations are updated accordingly.

Remove a user on the User groups tab

To remove a user on the User groups tab:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, on the User groups tab, next to the user group you want to remove a user from, click View details .

  4. Click Edit .

  5. In the Users field, next to the user you want to remove, click Remove .

  6. Click Save.

Remove a user on the Users tab

To remove a user on the Users tab:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Users.

  3. On the Users page, click the Users tab.

  4. Next to the user you want to remove from a group, click View details .

  5. On the user detail page, click the User groups tab.

  6. On the User groups tab, in the Group memberships section, click Delete next to the group from which you want to remove the user.

  7. Click Save.

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