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Version: 11.x

Manage users and groups

Managing users and groups includes tasks such as editing profiles, updating permissions, and removing access when no longer needed.

Below are some of the most common management tasks.

User management​

The Users menu allows you to view and manage all user accounts on the site. alt text From here, administrators can resend invitations to users who haven’t registered yet, edit user details, or remove users who are no longer active.

Removing a user​

A user can be removed from the site directly from the Users menu.

  • Open the options menu for the user and select Delete. alt text
  • To remove multiple users at once, use the checkboxes on the left.
note

Removing a user will not delete their Smartsign account — it only removes their access to the specific site.

Assume identity​

Assume Identity allows administrators to temporarily log in as another user. This is useful for reviewing user permissions or troubleshooting access issues.
When assuming a user, you will see the interface exactly as that user does.

  • Assume identity can be used from the options menu in user list. alt text
  • Use the User Menu to revert back to your own profile when done. alt text

Edit users​

  • Click on a user or select View from the options menu. alt text
  • From the user details view, you can:
    • Change user profile (Site Owner, Group Admin, Publisher).
    • View group membership and permissions.
    • Adjust individual access to channels, screens and media.

alt text

Group management​

The Groups menu allows administrators to view, edit, and organize user groups.

Edit group settings​

Editing a group allows you to update its name, description, members, or assigned resources.

  • Go to Groups. alt text
  • Open the options menu for the group you want to modify and select view. alt text
  • Update the group name or description as needed. alt text
  • Review and adjust assigned channels, screens, or media folders.
  • Click Save to apply your changes.

Add or remove users​

You can easily manage group membership to reflect organizational changes.

  • Open the group you want to manage.
  • Click in user box to include additional users, or use the remove button to revoke access. alt text
  • Once a user is removed from a group, they immediately lose access to that group’s assigned resources.
note

Only Group Access user types are affected by group permissions. Site Owners have access beyond group-level restrictions.

Adjust group permissions​

Each group can have its own access permissions for specific resources such as screens, channels, and media folders.

  • Within the group view, open the Channels & Screens or Media tab. alt text alt text
  • Review which resources the group currently has access to.
  • Manage access by adding or removing items.

Save your changes to update group settings.

Remove a group​

When a group is no longer needed, it can be removed from the site.

  • Open the Groups menu.
  • Select the group to remove and choose Delete from the options menu. alt text
  • Confirm the action to complete the removal.

Deleting a group will remove all assigned permissions from its members. The users themselves will remain in the system but lose access to any resources previously linked to that group.