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Run 8 → Add Groups, Roles, & Users

Introduction​

Now that you have some basic Resources created in your personal Thunderhawk Arena sandbox, it's time to:

  • Create a Group
  • Add Users to that Group
  • Create a simple Role so assigned Users can Chat back and forth

Try it!​

→ in SwitchBase Web​

Key Reading for Admins

Start by reading this key Help Center article → Invite & Permit Users (4 min)

Create a Role for Chat Access

Examine Roles at Thunderhawk Arena​

  1. Open the Roles page

  2. Click Edit on your Role description → ex. Admin

    Edit

  3. Notice that most (if not all) of the Privileges have been switched on

    • You’re looking at VIP-level access reserved for super Admins like you!

      All switches

Add a Basic Role to enable Chat​

Create a simple Role to give assigned members the ability to create DMs on their own.

To create a new Basic Role:

  1. Click Roles → and then press + Create Role

    Create Role

  2. Name the Role → ex. Basic Chat Privileges

  3. Switch on the Chat setting

  4. Select ✓ Save Changes

    Staff

  5. Click Roles again to view your new Basic Role in the Roles page

    basic

:::

Key Reading for Admins

Review → Five General Permission Levels in the Groups, Users & Resources article (1 min)

Create & Share Resources with a Group

Create a Guest Services Group​

  1. Click Groups followed by + Create Group

    alt text

  2. Name the group Guest Services

  3. Add a Description → ex For use by the Thunderhawk Arena issue resolution and Guest Services Team

  4. Click Create Group

    create group

Share Resources with Guest Services​

To share all of the Resources you created in Run Lesson 7 with the new Guest Services Group:

  1. Click Org Resources and open the Dashboards section

  2. Click Issues Resource

    alt text

  3. Add the Guest Services Group from the menu

    alt text

  4. Set permission to Viewer

    Viewer

  5. Click Save Changes

  6. Repeat steps 3 to 5 for the Items Found and Items Missing Dashboards

    alt text

  7. Share your four Forms with the Guest Services Group

    four forms

  8. Make the Guest Services group Data Contributors on each Form

alt text

  1. Save the Changes made to each Form
Key Reading for Admins

Review → Invite New Users in the Users & Roles article (1 min)

Add four users

Add/Invite Four New Users​

  1. Click Users from the Admin menu → and click Invite User

    Add User

  2. In the Invite User box →

    • A. Enter the new User's Email address → ex. tengo.scrappy.team@gmail.com
    • B. Provide a Display Name → ex. Tengo
    • C. Optional: Check a Role if you wish to assign one → ex. Staff
    • D. Add a Group → ex. Guest Services
      • You can add a Group now, or later
    • E. Leave Send notification email checked to send an email invite → or Uncheck to avoid sending
    • F. Click Invite User

alt text

  1. Invite a second User →

    • A. Email: beta.scrappy.team@gmail.com
    • B. Display Name: Beta
    • C. Role: Staff
    • D. Group: Guest Services
    • E. Leave Send notification email checked
    • F. Click Invite user

  2. Invite the third User →

    • A. Email: delta.scrappy.team@gmail.com
    • B. Display Name: Delta
    • C. Role: None
    • D. Group: Guest Services → a default security role will be applied automatically
    • E. Leave Send notification email checked
    • F. Click Invite user

  3. Invite a fourth User →

    • A. Email: ward.scrappy.team@gmail.com
    • B. Display Name: Ward
    • C. Role: None
    • D. Group: Guest Services → a default security role will be applied automatically
    • E. Leave Send notification email checked
    • F. Click Invite user

    All

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