A group is a collection of two or more people who work with one another regularly to achieve common goals. A group can contain individual users, other groups, or users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role in the hierarchy.
Features:
Create, edit or delete groups.
Set privacy settings for a folder, script, sales page templates, or any asset by adding a group with edit or view permission.
Highlights:
Groups tab will have a provision to list all the groups and their details
Groups can be added, removed, and modified at any time
Users can be allocated to a group
Group-based reports will be shown to admins or managers
Group members can be added based on user roles
Groups can be used to share content at a scale to multiple users
Groups can be used to pull reports specifically to a team
Plan details:
Sales trial, Growth, and Enterprise plan
Standard Admin permissions to access groups:
Access to all the features inclusive of Branding, Subscriptions, and User Management. Click here to check out.
Standard User permissions to access groups:
By default, the Branding, Subscriptions, and User Management features are not accessible. Other features are available based on the permissions set by Admin. If the Manage Groups option is enabled for the user then he/she will be able to manage groups accordingly. Click here to check out.
To create a group:
Login to Hippo Video using your existing credentials. Click on the User Management icon from the left navigation bar or click on the More icon from the left navigation bar and then click on the User Management tab.
You’ll be able to see the default tabs: Users, Groups, and Profiles & Permissions.
By default, the Users tab will be displayed. Now, click the Groups tab and click on the Create Group at the upper right.
Enter the group name (mandatory) and description.
From the Group source type drop-down, select All Users.
The Add members to group column lists all the available users in this account.
The Showing Selected column shows the total count of users added and lists the user details in the below text area.
The Add button lets you add the user and the Remove button lets you remove the user.
Once you’ve done, click Create Group button.
Again, click on the Create Group button. The group is created successfully.
Note:
This indicates the total count of members added to this group.
By clicking on icon, the window will be populated with the member details on the right side of the screen.
To edit the groups:
To edit the group, click on the Edit icon below the Actions column and do the required changes.
Once you’re done, click Save Changes.
To view members of the selected group:
To view members, click on the More icon below the Actions column and select View Members.
The window will be populated with the member details on the right side of the screen.
The Search option lets you search for a specific user.
To delete the group:
To delete the group, click on the More icon and select Delete Group.
You’ll be asked for the confirmation to delete, click Yes/No accordingly.
To create a folder and set access to groups:
Admin can set access to individual users and groups with different access permissions. They can also set the entire assets to private or public.
Click on the Assets icon from the left navigation bar.
Now, click on the Create Folder at the top right.
The Create New Folder window will appear.
Enter the folder name.
Select the users and groups in the Visibility field.
You can select multiple groups.
By default, the selected groups will have only view access. If required, the Admin can change the access by clicking on the Viewer link.
From the pop-up, the Admin can select Editor access.
Enabling the Share with everyone in the organization, the permission access is set as Viewer by default. If required they can change the permissions.
Click Change thumbnail, to select the thumbnail for the folder from the local drive.
Once you’re done, click Save.
To set sales page templates access permission for groups:
Hover the mouse over the HV Studioicon from the left navigation bar and then select Sales Page Templates.
You will be redirected to the Sales Page Templates page where you’ll find the Custom Tags (created by admins) and System Tags (pre-defined templates).
All the default sales page templates will get listed.
Hover the mouse over the appropriate sales page and click on the More icon.
Select Set Access from the pop-up.
The Set Access window will appear.
Enter the Sales page template name.
Visibility:
Select the users or groups from the search field. By default, the selected users or groups will be given view access.
Set access as Viewer/Editor for the selected users or groups.
Select Remove Access option to keep the page private if you prefer.
In order to share the sales page with others in the organization, check the Share with everyone in the organization box. The Everyone in the Organization option will get listed below the Shared with box. You can select the access accordingly.
Once you’re done, click Save to save the access permission made against the sales page template.