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  3. User Management and Access Controls

User Groups

Introduction:

User groups on Checkbox allow for more granular control of roles and access to a Project Team. It enables administrators to manage access and permissions for different users by creating and organizing them into groups.

Create & Manage User Groups

  1. Create user groups: Users with the “Manage all groups” permission can create new user groups with specific roles and permissions on Checkbox.

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  2. Update user groups: Users with the “Manage all groups” permission can modify any existing group’s name.

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  3. Adding and removing users to user groups: Users with the “Manage all groups” permission can assign users to groups on Checkbox to grant them specific roles and permissions.

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  4. Delete user groups: Users with the “Manage all groups” permission can delete user groups that are no longer needed on Checkbox.

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Default User Groups

By default, all accounts on Checkbox have two default and non-editable user groups:

  1. All Users: This user group includes all Checkbox users for your account.

  2. SSO Users: This user group includes all users who have been added to Checkbox through single sign-on (SSO).

Using User Groups to Manage Access to Project Teams

Adding user groups to a project team: Team owners can add user groups to a project team on Checkbox to grant them access to the team and its resources.

  1. Go to Project Teams: To add user groups to a project team on Checkbox, navigate to the Project Teams section of the platform.

  2. Click the “Add Group” button.

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  3. Search for a group and select it.

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Removing user groups from a project team: To remove a user group from a project team, simply click the “Remove” link.

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What happens when a user has multiple roles

In cases where a user on Checkbox has multiple roles, the more specific role will take precedence. That is to say, the user’s individual role on Checkbox will take precedence over any role they might receive as part of a group. In cases, where users are in multiple user groups, they will receive the higher role.