User Groups and Workspaces

How to set up user groups and create workspaces for content sharing.

Admins can view, edit, and create their company's user groups on the User Groups tab in the Account module.

• To view and edit a user group's details, click the row in the table or select Edit from the context menu.

• To delete a user group, click Delete in the context menu.

Creating a user group

Only users with the Company Admin role can create user groups.

To set up a new user group:

1. Click Create.

2. Fill in user group details:

   

   • Name of the group

   • Group-specific key

   • Enable a workspace option (If selected, a new workspace will appear in Content → ScreenFlows/Playlists/ShowBoards, and shared content will be accordingly placed there.)

     
   • Workspace name (if enabled)

   • Description of the group

   • Standard roles assigned to the group

   • Custom roles (if necessary)

3. Select users for this group. A user list will be browsable in pages and display user names and individual user roles.

4. Click Save.

Setting up and using a workspace

Workspaces enable you to share your content (ScreenFlows, Playlists, or ShowBoards) with specific user groups for viewing.

Watch the video below for a step-by-step guide on how it works: