ToolJet/docs/versioned_docs/version-3.5.0-LTS/user-management/role-based-access/custom-groups.md

53 lines
3 KiB
Markdown
Raw Normal View History

[docs]: Platform Revamp (#11585) * Initial Structure Setup * Add SMTP Configuration Content * Add ToolJet Plan Content * Update ToolJet Plan Docs * Update SMȚP Configuration * Add Organization Overview * Update SMTP Cofig * add licensing structure * revert AppCard.jsx * revert AppCard.jsx * Revert AppMenu.jsx * Revert Folders.jsx * Revert ManageGroupPermissionResources.jsx * revert mixins.scss * revert tabler.scss * revert tabler.scss * revert tabler.scss * revert tabler.scss * add: white label doc * Update overview * add: instances and workspaces * revert AppCard.jsx * revert changes from EditVersionModal.jsx * Revert Changes * Delete Extra File * fix: comments * update interlink * fix: multiple instance content * tj deployment beta * update tj deployment beta * Update Email Server Beta * Update Overview * update setup email communication * Update Licensing * Update overview and self hosted docs * Update self hosted beta * Update Licensing * minor improvments * update link * Update folder name * minor updates * Update Self Hosted * Update Cloud and Overview * Minor Updates and add Mailgun Screenshot * Change beta folder structure and add sendgrid screenshot * update setup tj folder * Replicate changes to 3.0.0-LTS * Add overview and onboard user structure in beta * Add Overview for User Management and Access Control * Add Invite User * first draft - bulk invite, archive, self signup * update: intance-workspace-whitelabelling * fix: workspace-whitelable doc * minor update in invite user * Update Onboarding and Offboarding of Users - 03/01 * Add structure for authentication and rbac in beta * update super admin file structure * add super admin content * Update overview page * Overview for onboard and offboard user * minor edit overview page * Update Invite User * Update Bulk Invite User * updated archive user * Update onboarding and offboarding * Content Update * Update Super Admin Structure * Update Super Admin * User Roles Content * Custom Groups Content * Granular Access Control [WIP] * Add SSO Structure * github sson 1 * github sso * Google SSO * ldap * grammatical improvement * Feedback Updates 1 * complete RBAC * sso update * SSO LDAP SAML OIDC * OIDC Setup * Google OIDC * Update LDAP and SAML Intro * Update Profile Management Structure * Update Access Control Docs * Update Custom Groups * feat: authentication * OIDC - Okta * feat: cloud auth * fix: overview typo * fix: selfhosted auth titles * Group Sync Structure * User Metadata * [WIP] OIDC Group Sync * OIDC Group Sync * Update use case example in user metadata * Remove password management section * Update reset password * add: retry limit in password login * Docs feedback update * OIDC Group Sync Docs * oidc grp sync * Custom Group * access control * Profile Management Structure * edit user details and reset password * profile settings * Development Lifecycle Structure * [WIP] Version Control * [WIP] Rollback * Update GitSync Structure * WIP GitSync * Copy GitSync from the Develop * Update version control as per feedback * wip: release * release and rollback * GitSync * GitSync * feat: self-hosted and cloud * gitsync backup docs * [WIP] GitSync * GitSync Backup * share app ideation * Share Application * WIP Audit Logs * WIP Okta SAML * wip - okta saml * Okta SAML * Audit Logs * Git Push and Pull * GitSync Backup * Release Management * GitSync Config * gitsync custom branch * Workspace Constants * Workspace Variables * Update License * update: images and css classes * update: images * update: envs * update: images * Img Update till Invite User * update: removed cloud from Dev Life cycle * feat: custom domain * fix: formatting - custom domain * update: workspace doc * metadata img update * Images till Onboard and Offboard * SSO Images * Image Update GitSync * fix: naming * delete sql backup * update: images * Add ToolJet API * Enhance Nav Bar * Update development lifecycle overview * update: images * Nav Bar Update * fix: feedback * Update FAQ dropdown * feedback update * Content Update * fix: images * fix: platform overview image * Update Grammar and Links till Onboard Users * Fix links * Update Self Singup Screenshot * Fix interlinking * Fix GitSync Interlinks * update: interlinking * Delete Old Docs Beta * Delete Old Files from LTS * Replicate Files in LTS * Update Home Page * fix workspace login link * fix links * Deploy ToolJet --------- Co-authored-by: PriteshKiri <pritesh.d.kiri@gmail.com>
2025-03-06 10:42:09 +00:00
---
id: custom-groups
title: Custom Groups
---
ToolJet allows you to create custom groups to manage permissions, access, and users effectively. Each custom group can be configured with a specific set of permissions and can include only the users who require those permissions. This helps maintain precise control over what users can access and modify within your workspace.
For example, if you have apps built for two teams, HR and Sales, and you want team members to only have access to the apps that are relevant to their team, then you can create two custom groups named HR and Sales, and then select the desired apps by configuring the **[granular access permissions](/docs/user-management/role-based-access/access-control#granular-access-control)**.
## Creating Custom Groups
Role Required: **Admin** <br/>
1. Click on the settings icon (⚙️) on the bottom left of your dashboard.
2. Go to **Workspace Settings** > **Groups**. <br/>
(Example URL - `https://app.corp.com/nexus/workspace-settings/groups`)
3. Click **+ Create new group**.
4. Enter a name for the group and click **Create Group**.
Refer to the **[Access Control](/docs/user-management/role-based-access/access-control)** guide to configure permissions.
<img className="screenshot-full" src="/img/user-management/rbac/custom-group/new-group.png" alt="Create Custom Group" />
## Deleting a Custom Group
Role Required: **Admin** <br/>
1. Click on the settings icon (⚙️) on the bottom left of your dashboard.
2. Go to **Workspace Settings** > **Groups**. <br/>
(Example URL - `https://app.corp.com/nexus/workspace-settings/groups`)
3. Click on the kebab menu next to the group you want to delete.
4. Select **Delete** from the dropdown and confirm the action in the pop-up dialog.
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/deleting-custom-group.png" alt="Deleting Custom Group" />
## Duplicate Group
Role Required: **Admin** <br/>
1. Click on the settings icon (⚙️) on the bottom left of your dashboard.
2. Go to **Workspace Settings** > **Groups**. <br/>
(Example URL - `https://app.corp.com/nexus/workspace-settings/groups`)
3. Click on the kebab menu next to the group you want to duplicate.
4. Select **Duplicate** from the dropdown and select the parts of the group you want to duplicate.
5. Click **Duplicate** to create a new group with the selected permissions.
<img className="screenshot-full img-s" src="/img/tutorial/manage-users-groups/duplicate-group.png" alt="Duplicate Group" />
## Inheritance and Overrides
- Users inherit permissions from their assigned role and any custom groups they belong to.
- Adding users to custom groups with higher permissions than their current role will automatically upgrade their user role to match the higher access level.
- If a users role is downgraded to one with lower permissions, they will automatically be removed from any custom groups that provided higher access than their new role allows.
- When a user belongs to multiple groups, they receive the highest level of permission granted by any of their groups.