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

Important: Prior to version 23, the User Groups Access Modal was only accessible via the item form. From version 23 onwards, it can be launched directly from the item action menu.

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.