Manage groups

Group assignments allow you to manage the content users can see and interact with in IQ Interface.

IQ Interface includes two default groups: Read Only and Admin. The Admin group is always granted full access to all folders and workbooks.

View group permissions

Under User Management, select the Group Permissions workbook to see groups and their associated folders and workbooks:

• The Groups worksheet lists groups and their associated default roles for any new folders that you create.
• The Folders & Workbooks worksheet lists the folders that each group can access. Expand a row to view the individual workbooks in a folder.

Create a group

1. From the Manager Dashboard, expand User Management and select Group Permissions.
2. In the Groups worksheet, select Insert Row.
3. On the Insert row dialog:
   1. Enter a name for the group.
   2. Select a default new folder role.
   3. Select Save.
4. Select the Save Groups worksheet action.

The new group will appear in the Folders & Workbooks worksheet, where you can configure the access permissions for it.

Change folder access permissions

1. From the Manager Dashboard, expand User Management and select Group Permissions.
2. In the Folders & Workbooks worksheet, find the row containing the group and folder for which you want to change permissions.
3. In the Folder Role column, select a role.

By default, workbooks inherit the permissions applied to their parent folder. However, you can change access permissions for individual workbooks.

Change workbook access permissions

1. From the Manager Dashboard, expand User Management and select Group Permissions.
2. In the Folders & Workbooks worksheet, expand the row containing the group and folder for which you want to change permissions.
3. In the Workbook Role column, select a role for each workbook you want to differ from the parent folder role.