Managing User Groups Permissions

Overview

The User Groups Access Modal lets you manage group permissions directly from the item action menu (from version 23 onwards). It provides:

• Real-time permission assignment

• “Selected” and “Unselected” group views

• Read-only vs. editable modes

How to access the User Groups Access Modal

To open the modal:

1. Click the action menu (⋮) next to the relevant item.

2. Select User Groups Access from the dropdown.

Key Functionalities of the User Groups Access Modal

The modal enables users to:

• View, search, assign, and manage user groups with access to the item.

• Switch between “Selected” and “Unselected” group views.

• Expand or collapse group hierarchies for better visibility.

• Make changes in real time (if in edit mode) or view in read-only mode.

If accessed in edit mode, the modal defaults to All Groups. In read-only mode, it defaults to Selected if any groups are already assigned.

Non-admin users will see only those items for which they are part of the assigned user groups via the User Groups Access Modal.