Create an Administrator Group and Invite Portal Admins

We recommend that you start by creating an administrator group with portal admin privileges. After creating the group, invite any administrators who will be involved in the portal set-up process. To access the Groups page, click the drop-down menu in the top-right corner of the homepage and click the Groups link. 

Adding Groups

Groups allow you to easily manage access to your content and manage administration permissions in your GZ Learn portal. With Groups you can:

• Allow a grouping of users to view specific modules in your learning management system (LMS)
• Allow a grouping of users to view specific assets in your digital asset management (DAM) platform
• Allow a grouping of administrators to have specific permissions in your portal

In this article, we will explain:

• How to access the Groups page
• How to add a Group
• How to set custom Group Permissions

ACCESS THE GROUPS PAGE

To access the Groups page, click the drop-down menu in the top-left corner of the page and select the Groups link (Fig. 1).

Figure 1. The Groups link

ADD A GROUP

From the Groups page (Fig. 2), click the Add Group button in the top-right corner of the page.

Figure 2. The Groups page with Add Group button

From the Add Group page (Fig. 3), you can enter:

• Group Name: Group names are only visible to administrators
• Custom ID / External ID: A client-provided external ID used to look up this group from the Konvert API
• Permissions: If permissions are needed for this group, you can select the Set Permissions toggle (Fig. 3, bottom)

Figure 3. The Add Group page with Set Permissions toggle

SET CUSTOM GROUP PERMISSIONS

No Custom Permissions Needed: Leave the Set Permissions toggle unchecked. Users in this group will be able to view basic parts of the portal, such as assigned modules and/or assets.

Figure 4. The Set Permissions page with Save and Cancel buttons

Portal Administrative Permissions

Check the appropriate box to grant users permission to:

• Manage DAMs
• Manage Groups
• View Portal Metric Reports
• Manage Users
• Manage LMS Modules
• Manage Accounts
• Manage News
• Manage Portal Configuration Settings 

Account-Level Permissions

Check the appropriate box to permit users to:

• Manage Users in the same Account
• Manage Account and Location data in the same Account
• View All Users in the same Account

View-Only Permissions

Check the appropriate box to permit users to:

• View All Users
• View DAMs
• View All Accounts

When you are done configuring Permissions, click the Save button to continue or the Cancel button (Fig. 4, bottom) to revert without any changes.