Key Groups & Roles
Setting up key groups and roles
Adding groups and roles and applying permissions. As you add users to your digital workplace, you need to ensure they belong to the right groups and are provided access to areas based on their specific roles and functions in the organization.
Identifying your key stakeholder groups
During the Plan Stage in your digital transformation journey, our Consultants identified the key stakeholder groups in your digital workplace. Using this information, our experts map these key stakeholders into groups and roles within the digital workplace.
We highly recommend using a directory service like Microsoft Azure AD to manage, map, and synchronize users and groups within your digital workplace. This allows you to:
- Centralize control of user management (e.g. adding and removing users)
- Granular security levels/settings (e.g. by groups)
- Policy management (e.g. password policy)
Organizing users into groups and roles
Users within your digital workplace should be organized into specific groups based on the different types of users, affiliations, and roles within the organization. A "Group & Role" taxonomy is created to align your users within your digital workplace. This taxonomy is generally based on the following three criteria:
![]() | Types of users (by activity)
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![]() | User groups (by affiliation)
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![]() | Roles (by system rights)
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Applying this type of group/role taxonomy to your digital workplace:
- Allows employees to interact with each other effortlessly
- Facilitates open communication and collaboration in a secure fashion
- Groups representative associations within the organization
- Enables employees to do their jobs
Applying group permissions
Our experts work with you to create specific groups and roles for each digital workplace. This is managed within the Membership section of the Control Panel. Specific groups and roles can also be applied to any solution. Once the default groups have been set up in your digital workplace, permissions (e.g. access rights) can be applied to any location, solution, or content within the digital workplace.
Permissions can also be set for a specific member or group within your digital workplace. Levels of access include:
- No access
- Read
- Write
- Edit
- Full
![]() | Playbook Tip: Adding users to your digital workplace There are four ways to add members to your new digital workplace:
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