How to create an access group
Create an access group, name it, and add members from the Add group form on the Team page. Then give the group View or Edit access on each map and dataset.
Enterprise and Agency onlyAn access group is a named set of users (Marketing team, Field engineers, Q3 contractors). You can grant the group View or Edit access to maps and datasets with one toggle instead of setting access for each user. Owners only; creating the group doesn’t grant any access on its own — you do that in the Access section of each map’s or dataset’s Configuration page, and the toggles take effect only when the access groups feature is on your subscription.
Before you start
- You need to be the account owner. Only the user with the
Ownerrole can create groups. - Decide who should be in the group. You can add users with
PENDING ACTIVATIONtoo; they get the group’s access when they join. - Decide what the group is for. The group’s name is shown in the
Internal Accesssection of every map and every dataset, so pick a name that explains the group’s purpose:Marketing team,Field engineers,Q3 contractors, notGroup 1. - For the group to actually grant access, your subscription must include the access groups feature.
Open the create form
In the navigation, under Global settings, click Team. Click Add group at the top right. The button is on both the Users and Access Groups tabs.
The Create group form opens:
Name the group
In Group information, enter a name for the group in Name.
The name is required. It appears wherever the group is referenced, including in Internal Access cards on maps and datasets, and in the Groups column on the Users table.
Pick the members
In Members information, the table lists every user in the account. Tick the checkbox next to each user you want in the group.
Use the Select all column header to add every user at once.
The owner’s row is ticked and greyed out. Every group includes the owner; you cannot remove them. A PENDING ACTIVATION row can be ticked like any other.
Save the group
Click Create group. The new group appears in the Access Groups tab on the Users page.
To back out without saving, click Cancel.
Grant the group access to maps or datasets
Creating the group does not give it access to anything yet. To use the group, open a map or dataset’s access settings:
- For maps: see How to share a map with groups. Open the map, go to
Configuration>Access, and turn onVieworEditfor the group inShare with team. - For datasets: see How to share a dataset with groups. Open the dataset, go to
Configuration>Access, and turn onVieworEditfor the group inInternal Access.
Each map and dataset has its own access settings; granting a group access on one does not grant it access to others.
Troubleshooting
The Add group button is missing or the page is blocked. You are not the account owner. See The Users or Groups page is blocked.
The group is created but doesn’t appear on maps or datasets. Confirm your subscription includes the access groups feature.
Related
- How to edit an access group
- How to delete an access group
- How to invite a user
- How to update a user - the alternative way to add an existing user to one or more groups
- How to share a map with groups
- How to share a dataset with groups