You can create an important basis for your COYO by defining permissions and roles in the user administration. You can create groups, but you don’t have to. You can find out why this is nevertheless recommended in this article.
A permission determines what a user is allowed to do in COYO. The more permissions a user is given, the more actions they can also perform in your COYO. If a user cannot perform certain actions, such as create a community, they simply lack permission for this.
You bring together a selection of permissions under a role. You can define various roles that are – or aren’t – permitted to perform certain actions. The basic structure is the default role. Once it is defined, every user at least has the permissions granted by the default role in your COYO. All further roles would then apply in addition to the default role.
We have put together an example of a default role for you here. Take a look.
As already mentioned above, you can use groups. But you don’t have to. Groups make it easier for you to manage roles and, consequently, permissions. Above all in large companies, it’s helpful to use groups to keep track of everything. You can thus define groups that have several roles. Or you can create a group to present different information.
Your company is divided into several sales regions and you would like, for instance, to present different information to each of them. In this case, a group will help you as you can create different homepages for this. You can even break it down further into different departments.
If you use a user directory, you can connect the groups from your user directory with the groups in COYO by synchronizing.
Add functions later
With the help of the permissions and roles concept, you have the option of flexibly determining the functional scope of individual areas. In addition, you can initially deactivate features in COYO, such as the chat or launchpad, when you’re just getting started and then reactivate them later on. This can be helpful so as not to overwhelm users when they’re just starting in a new environment. This is why we have integrated this option. It is naturally down to you how quickly you want to move things along and introduce your users to the many options in COYO.