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  • 1.  Define item access creating new account user groups

    Posted 20 days ago

    Dear Community,

    I am struggling to understand whether this choice is already down for items for the user group or still for the full account. And I can't see this set up for existing user groups.

    • All Existing Items - Every event will be visible to any associated users.
    • No Existing Items - Every event will be hidden from any associated users.
    • Only the items visible to the selected user groups - All of the events that are currently visible to the checked groups will be visible to any associated users.

    For the third option I am asked to select an existing user group what doesn't make sense as I am actually creating it...

    Thanks for your feedback!

    Stefan



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    Stefan Ruiz
    Senior Manager Technology Solutions
    BCD Travel Services B.V.Germany
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  • 2.  RE: Define item access creating new account user groups

    Posted 19 days ago

    Hi Stefan - 

    If you are creating a new user group, the selections that you make as you are creating will only be applicable for that specific User Group.

    As an example, if you are creating a sub-set user group like "Customer - Finance Team" and you already have a "Customer" User group and you want everyone in that "Customer" User group to have access to everything created by this new User group that you are creating, that is when you would select the "Only the items visible to the selected user groups". It's a way of granting visibility to some items and not all.

    Once you create your new User Group, you should also be able to go back in and will now see your User Group to select from, if you only want them to see anything for this specific User Group.

    Also, once your new User Group is created, you can then associate which users should be in that new group.  

    Here are a few articles that might explain it a little more clearly:

    https://support.cvent.com/s/communityarticle/Managing-User-Groups?is_article=true&lang=en_US&searchFor=creating%20user%20groups

    https://support.cvent.com/s/communityarticle/Managing-Event-Users-and-User-Roles

    Hope this helps!



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    Becky Yousif
    Senior Administrator - Event Technology
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    Original Message


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