Adding Users to Groups

Roles: Admins

Users in Guru live in Groups, which enable access to content and control permissions. ๐Ÿ”‘

NOTE โš ๏ธ

Starter Plans have a default "All Members" and "Experts" Group, but cannot create new Groups. Reach out to for information on changing your plan to the Builder, Expert, or Enterprise edition.

Role Title:Role Purpose:
Admin ๐ŸŒŸAdmins are your team leads who manage your content, all users and their permissions, the structure of your Guru team, and all billing information.
Collection Owner ๐Ÿค“Like Authors, Collection Owners have the ability to create, edit, and manage content. They also have the ability to restrict certain users from seeing specific content within a Collection.
Author โœ๏ธAuthors are subject matter experts and/or managers. Authors are the people on your team who create and manage content for the team to utilize.
Read Only ๐Ÿ“–Read Only users are the reps/agents on your team. They continually access and interact with Guru to do their job, but they are not creating content.

How to Add a User to a Group

  1. Navigate to the "Team Settings" page within the Avatar on the upper-right hand corner of the Web App.

  2. Select the "Users & Collections" tab in the left sidebar

  3. Click Members and find the user you would like to add to a Group. You can search for a user in the search bar to the right.

  4. Click the settings gear next to their name and select 'Manage Groups'.
    Screen Shot 2019-04-22 at 12.21.54 PM.png
    TIP: When determining which Groups a user should be in, it's important to consider the Role and content access you would like them to have, Roles and Collections are conferred at the Group level.

    1. For example, a Marketing Manager could be in a "Marketing Experts Group" as this would give them access to the Marketing Collection and the Author role in that Collection, this reflects their responsibilities in the company.

  5. Type the name of a Group you would like to add the user to and press enter to add them, or click the group name with your mouse.
    Screen Shot 2019-04-22 at 12.22.11 PM.png

  6. When you're finished selecting the Group(s) you want to add the user too, simply click x in the right hand corner to finish.
    TIP: Users can be in as many Groups as you would like, so you can continue adding them to Groups as needed!

    Whoops. Picked the wrong Group? Simply click the 'x' on the Group to remove the user from that Group.