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Group membership vs. group permissions

Former Member
Former Member

Hi all,

I am pretty sure I know the answer to this, but permissions make my head hurt so I want to confirm my understanding before I move ahead:

We are launching a group for partners. I'd like all PARTNERS to be members so that:

  • I can @mention partners to reach them.
  • Partners are automatically subscribed to forums and blogs (we have set up the latter automation based on membership)

I want all EMPLOYEES to have access to the group in the same way that partners do.

  • But I don't want them to have auto subscriptions to forums and blogs.
  • I don't want them included in the @mention.

To accomplish this, here's what I'm thinking:

  • Partners will be group members
  • Employees will NOT be group members. I simply need to adjust permissions for the employee role so that it matches group member permissions.

Am I correct? Will that do it? 

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  • 0

    Hey hey! Great question, love these types of scenarios to test out. Permissions can definitely be entertaining to play with!

    What you are after is certainly doable if I follow correctly. I just tested this out myself on a v11 sandbox.

    You are correct that you want only Partners to be actual group members, so that they alone are notified when you @ mention the group. You have the automation set up so all good on that front.

    For employees role, you'll want to: Pencil > Manage Group > Permissions > Site roles > click on "Employees" role name (assuming this is what it's called) > then make sure you have at minimum the following two boxes checked for them to be able to see the group (note the group I tested was private so that I could test full strength):

    With those two, employees role will be able to see the group. Check the other boxes in that permission section for the other permissions you want them to have within the group.

  • Former Member
    0 Former Member in reply to Grant Pankonien

    Awesome, thanks for confirming, Grant. I want the employee experience to be the same as the partner experience within the group, so I am going to have those two lists of permissions match...if that makes sense. That way, it's the same for them, except for the notifications. 

    Thanks for testing this! You just checked something off my list for me...

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  • Former Member
    0 Former Member in reply to Grant Pankonien

    Awesome, thanks for confirming, Grant. I want the employee experience to be the same as the partner experience within the group, so I am going to have those two lists of permissions match...if that makes sense. That way, it's the same for them, except for the notifications. 

    Thanks for testing this! You just checked something off my list for me...

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