help: Update docs to describe group-based permissions.

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Alya Abbott 2024-10-31 17:40:51 -07:00 committed by Tim Abbott
parent 158cb6c747
commit e4a2bf1f29
10 changed files with 39 additions and 39 deletions

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{!user-groups-intro.md!}
Many organizations find it helpful to create groups for:
- Each team, e.g., “mobile”, “design”, or “IT”.
- Leadership roles, e.g., “managers”, “engineering-leads”.
{!user-groups-applications.md!}
## How to create a user group
{!how-to-create-a-user-group.md!}

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Review the settings for your organization to set everything up how you
want it to be.
Review the settings for your organization to set everything up how you want it
to be.
{!user-groups-intro.md!}
{start_tabs}

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## Setting up your organization
* [Migrating from other chat tools](/help/migrating-from-other-chat-tools)
* [Create your organization profile](/help/create-your-organization-profile)
* [Create user groups](/help/create-user-groups)
* [Customize organization settings](/help/customize-organization-settings)
* [Create channels](/help/create-channels)
* [Customize settings for new users](/help/customize-settings-for-new-users)
* [Invite users to join](/help/invite-users-to-join)
* [Create user groups](/help/create-user-groups)
* [Set up integrations](/help/set-up-integrations)
## Account basics
@ -168,7 +168,6 @@
# Zulip administration
## Organization basics
* [Review your organization's settings](/help/review-your-organization-settings)
* [Organization type](/help/organization-type)
* [Communities directory](/help/communities-directory)
* [Import from Mattermost](/help/import-from-mattermost)

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Groups provide an easy way to refer to multiple users at once. You can:
- [Mention](/help/mention-a-user-or-group) a group of users,
[notifying](/help/dm-mention-alert-notifications) everyone in the group as if
they were personally mentioned.
- Compose a [direct message](/help/direct-messages) to a user group. This
automatically puts all the users in the group into the addressee field.
- Subscribe a user group to a channel. This individually subscribes all the users
in the group.

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User groups make it easier to manage any organization with multiple teams or job
functions. You can:
- Assign permissions to user groups.
- Add a user group to another user group.
- Subscribe a user group to a channel. This individually subscribes all the users
in the group.
- [Mention](/help/mention-a-user-or-group) a group of users,
[notifying](/help/dm-mention-alert-notifications) everyone in the group as if
they were personally mentioned.
- Compose a [direct message](/help/direct-messages) to a user group. This
automatically puts all the users in the group into the addressee field.
You may want to create a user group for each team in your organization.
User groups offer a flexible way to manage permissions in your organization.
Most permissions in Zulip can be granted to any combination of
[roles](/help/roles-and-permissions), [groups](/help/user-groups), and
individual [users](/help/manage-a-user).

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{!user-groups-intro.md!}
{!user-groups-applications.md!}
## Create a user group
!!! tip ""
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## Add groups and users to a group
You can add users to a group, or add a group to any other group. Nesting groups
makes them easier to maintain. For example, moving a user from one team group to
another can automatically update what department group they belong to.
{start_tabs}
{tab|desktop-web}

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1. [Create your organization profile](/help/create-your-organization-profile),
which is displayed on your organization's registration and login pages.
1. [Create user groups](/help/create-user-groups), which offer a flexible way to
manage permissions.
1. Review [organization permissions](/help/roles-and-permissions), such as who
can invite users, create channels, etc.

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# Review your organization settings
It's good to periodically review your organization's settings. Zulip is in
active development and is constantly adding new features, and as your
organization grows, features that may not have been applicable at a small
scale may be applicable now.
Note that most organization settings are visible to all users, though
generally only organization administrators can interact with them.
### Review your organization settings
{start_tabs}
{relative|gear|organization-settings}
1. Click on each tab on the left.
{end_tabs}

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# Roles and permissions
## User roles
User roles make it convenient to configure different permissions for different
users in your organization. You can decide what role a user will have when you
[send them an invitation](/help/invite-new-users), and later [change a user's
role](/help/roles-and-permissions#change-a-users-role) if needed.
{!user-groups-intro.md!}
!!! tip ""
Learn about [channel permissions](/help/channel-permissions), including
@ -65,6 +65,7 @@ role](/help/roles-and-permissions#change-a-users-role) if needed.
## Related articles
* [Change a user's role](/help/change-a-users-role)
* [User groups](/help/user-groups)
* [Channel permissions](/help/channel-permissions)
* [Inviting new users](/help/invite-new-users)
* [Zulip Cloud billing](/help/zulip-cloud-billing)

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{!user-groups-intro.md!}
{!user-groups-applications.md!}
## Browse and join user groups
{start_tabs}