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PathcoreFlow User Manual

Data Groups


Data Groups can be used to control the accessible content of several users such as specific teams at once. When a user is assigned a data group, they inherit all accessible content from it. Any updates to the data group's accessible content will update the accessible content of users with that data group as well.

To assign data groups, see Modifying Accessible Content.

Creating Data Groups

Create a data group for user types that need limited access to the content in the Repository. The data group can be used to define a set of folders and can be assigned to the appropriate users.

To create a data group

  1. Click on the Settings Settings button from the Navigation Menu

  2. Click on the Data Groups tab

  3. Click on the New Data Group button

  4. Type in a name for the data group under the Data Group Name field

  5. Select accessible folders under the Access Grants section

  6. Click on the Save button

Modifying Data Groups

Modifying a data group immediately affects all users that are associated with it.

To modify a data group

  1. Click on the Settings Settings button from the Navigation Menu

  2. Click on the Data Groups tab

  3. Select a data group to edit

  4. Click on the Edit Data Group button

  5. (Optional) Type in a new name for the data group under the Data Group Name field

  6. (Optional) Select accessible folders under the Access Grants section

  7. Click on the Save button

Deleting Data Groups

Data groups can only be deleted if they are not associated with any user. Before deleting a data group, ensure its user associations are cleared. See Modifying Accessible Content for more details.

To delete a data group

  1. Click on the Settings Settings button from the Navigation Menu

  2. Click on the Data Groups tab

  3. Select a data group to delete

  4. Click on the Delete button

  5. Click on the Yes button to confirm