Help Center

Menu

Configure a user group

Once you create your user group, you can configure its settings on its associated asset screens. Read Asset screens for more information about the common asset screens in Matrix.

The Details, Feature restrictions, Members, Role assignments, and Preferences screens for a user group are different to the common screens.

By default, any new user group that you create within the system will have Denied public read permission applied to it as a security precaution.

Details screen

Details

By default, the name entered into the Group name field upon user group was created will appear in this section. You can change the name of the user group by clicking into the Group name field and entering the new name for the user group.

Feature restrictions

If you are a System administrator you can restrict access to certain Matrix features for User, Content editor, and Backend user account types through the Feature restrictions screen.

Feature restrictions make it possible for users to become productive faster in Matrix because they do not need to receive comprehensive training before they can begin contributing content to your Matrix sites.

6.18 feature restrictions

The screen lets you configure restrictions for four types of features including:

  • Asset types

  • Page builder components

  • Tools

  • Asset screens.

Adding restrictions to this screen will hide and restrict access to those features within the admin UI for all users inside that user group. Feature restrictions do not apply to system administrators or root users.

For example, if you add Redirect page as an asset type restriction, users under that group can not create or edit any assets of that type, regardless of their permission access.

Content editor and Backend user account types already have a default set of features they can access. Read the documentation for more details about what assets, screens, and options content these account types have.

Members screen

If you are a System administrator you can use the Members screen to see all the users of a particular user group, regardless of their hierarchy depth within that group.

6.18 user groups members

This screen can help you manage large user and group sets within your Matrix instance by revealing all members in the user group, including those users that belong to nested user groups. Each user listed on this screen shows you high-level information such as their user type, status, username, full name, email address, and the last time they signed in to Matrix.

Click the binoculars to reveal the user in the asset tree. Click the username to load the Details screen for the user.

Usage screen

The usage screen shows you the permissions and workflow asset relationships that apply to the user group. You can use this screen to help resolve asset permissions issues and investigate workflow applicability right down to the workflow step level.

Permissions

The permissions tab loads by default and shows you the asset permissions applied at a user group level.

Usage screen overview

  1. The asset name and type. Click the asset name to go directly to the asset or select Find in asset tree to show the assets' location in the asset tree.

  2. The asset ID and its status.

  3. Whether this user group is either granted or denied access to this asset.

  4. The permission this user group has for the given asset. Indicated permissions include the following:

    • Read

    • Write

    • Admin

  5. Whether the permissions are cascaded from the parent asset.

  6. How many child assets are present beneath the parent asset.

Workflow

The workflow tab shows you any workflows that are associated with the user group.

Usage screen overview
Click the asset name to go directly to the asset or select Find in asset tree to show the assets' location in the asset tree.

  1. The name of the workflow schema.

  2. The name of each workflow stream that applies to the user group.

  3. The name of the workflow step that applies to the user group.

  4. The workflow schema’s asset ID and its current asset status

Role assignments

Roles are a specialized form of user groups where the users assigned to roles are not fixed like they are for regular user groups. Roles are generally not recommended for a system with only one site, and are therefore disabled by default for Matrix 6.

If you are a Root user you can enable role assignments through the System configuration  Role assignments settings group.

Read Roles to work out whether roles are necessary for your specific user group needs.

Preferences screen

The Preferences screen lets you customize various options for the users in the user group. For example, you can select which WYSIWYG plugins the user can use in the WYSIWYG editor toolbar.

The preferences available on this screen are the same as those available on the Global Preferences screen. Read Global preferences documentation for an explanation of the preference settings you can customize.

The Global preferences screen is the default settings screen for all users. You can override these preferences on this screen for each user group.

For example, you may want to remove the Select color plugin from the WYSIWYG editor toolbar for all users but allow your Content approvers user group to access it.

You can remove it on the Global preferences screen but then add it back on the Preferences screen for that user group.

To change a preference for all users who are members of a user group:

  1. Select Customize this preference and select Save.

  2. Additional fields will appear on the screen for that preference.

  3. Make the changes required using the Global preferences for help with understanding each setting.

  4. Select Save to modify the settings selected for this group.

You can revert to the default setting by selecting the Revert to global preference checkbox before you select Save.