Now with User groups the permission setting is way easier. You can create User groups and add those groups into pipe with Roles!
Job to be done:
- Segregate users into different user groups to map users by Cost Center;
- Ability to add and remove multiple users into a pipe;
- Ability to add a single user into multiple pipes with the correct role with only one interaction;
- Excelent for governance, and for IT personas;
- Excelent for onboarding and employee movements;
How it works? The users inside those groups will respect the role setup to those groups.also, users are now allowed to have multiple roles into a single pipe.
So if you want to add someone as pipe admin, but this person is already a pipe member through a user group, you can add this person directly as pipe admin and the most permissive role will be the valid one!
Use case (examples):
- A new hire for Finance area, can be added into Finance group, and all workflows and form acess will be granted to this user.
- Someone move from a different area and need to be removed from all the previous areas pipes and be added to the new area pipes with only 2 interactions.
- Using new feature HTTP Request Automation, to automate onboarding adding users to groups (org/pipes) without needed giving permission to everyone into groups page.
Groups are now valid options to add into a Pipe add users to group query available into our public API.
Learn more about it here
