Formulayt's group management feature enables enterprises to implement folder-level access control, allowing organizations to effectively manage regional teams and their campaign content while maintaining governance.
To get started navigate to Manage Groups on the lefthand side menu and click create a new group.
You will need to name the group and provide a brief description explaining what the group is for e.g. "Users in this group have access to all campaign folders in APAC."
Then select the root folder relevant to this group, in this case, it's APAC. If we wanted to restrict access to a particular folder or campaign the buttons on the righthand side can be used to view subfolders. You can only select one folder per group.
You will then see the breadcrumb of your selection in the change root folder section.
Users are assigned individually to groups and can only be assigned to one group at a time. To do this go to the Manage Users area, select the user and assign them using the Group dropdown. By clicking on the blue information button you can see all the group descriptions.
Need Help?
If you have questions about gate groups or need assistance with user management, our technical team is here to help. Create a new support ticket and we'll assist you with your access control needs.