Optional: Create a CONNECT group and assign roles
- Last UpdatedMar 27, 2024
- 3 minute read
Before you can assign group access to a CONNECT folder, a group must exist. if you have not created a group, create one. Then, you can either manually or bulk-assign users to it.
To create a CONNECT group
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Log into CONNECT as an administrator.
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Select
and then select 
.
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Select the Groups tab.
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Select + Add group.
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Enter the Group name.
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Enter a Group description.
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Enter Users to add to the group.
To bulk-import and assign users, see the section below.
Users added in this step receive an email to join the CONNECT account.
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Select Save.
To assign a role to a group
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Log into CONNECT as an administrator.
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Select
and then select .
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Select the Groups tab.
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Select a group.
This loads the Group page.
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Select the Roles page.
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Select + Assign role.
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Select Service role.
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Select CONNECT as the Service.
This allow users to access CONNECT.
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Select the account-level Folder.
This is the folder where your Insight subscription resides.
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Select Content Contributor as the Role.
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Select Save.
To bulk-assign users to a CONNECT Group
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Log into CONNECT as an administrator.
-
Select
and then select .
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Select the Import tab.
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Download the import template linked on the page and populate it by following the instructions included in the template.
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Select
and then upload the completed template.
The template imports. When the import process is finished, its status becomes complete.
Users added in this step receive an email to join the CONNECT account.
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Select the Groups tab.
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Select the group you created in the section above and then validate that the users you entered in the template are visible in the list.