Overview of Permissions in Instilled Follow
Permissions within Instilled are extremely flexible to accommodate any scenario that you may need. Whether it's opening up the platform for all of your users to be able to view, record, share, etc. or if you need to lock down containers to certain individuals, this article will go over everything. Keep in mind that permissions can become complex depending on the level of granularity that is needed, so it may be best to reach out to your Instilled representative to work through themtogether.
The Basics
Permissions are controlled by a combination of Users, Groups, and Containers. Users are any registered users in the platform. Groups are a collection of users. There can be as many Groups on the platform that are needed. Permissions are then granted to Groups which give permission to the group to a certain container.
Groups
Groups are created by Admins on the Manage Groups page in the Menu. If you do not see the Manage Groups page, then you do not have permission and you will have to work with an Admin to be granted permission. From the Groups page, you can create a new group by clicking Create Group in the top right. Or by clicking the (+) icon in the bottom right. Simply give your Group a name and description, then enroll users into the group by filtering for their name and applying a check mark next to their name. This is all it takes to set up new manual groups.
!!!Important Note for System Groups!!!
There are system groups that are automatically created on the platform and users are automatically enrolled into a few of these groups. One of which is called the 'All Regular Users' group.Any user that is created on the platform will automatically be enrolled into this group. Essentially it contains every user and users cannot be removed from the group. So when setting up permissions, it is imperative that you grantthis group permissions to containers that you would want EVERYONE who has access to the platform to be able to see/do. Of course, you could grant no permissions to this group so they do not have any permissions off thestart but it is convenient for cases where you want all your users to be able to see certain content. There is also anAll Administrators group. Users enrolled in this group will have full access to the entire platform. There are other system groups for authentication methods as well. For example, if your platform has Single Sign On throughSAML, there will be a system group called SAML users and all users who authenticate via SSO will be enrolled intothis group automatically. These groups are for your convenience but you may choose to not give them any permissions to any containers. Lastly, there are individual groups. Each user is automatically created and enrolled in its own individual group. These are convenient if you just want to give one person specific permissions so that you don't have to create a new group, enroll the one user into that group, and assign permissions. The creation and enrollment has already been created for the individual.
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