What Are Groups?
Groups are Kindling’s method for managing user access. Groups can be created to reflect organizational structure (Marketing, HR), product lines, general contexts (New Products, Cost-Cutting) or any other meaningful grouping of people in your organization. Administrators create Groups and then permit Users to be members of the appropriate Groups.
Every Group has Categories, Subcategories, and Campaigns to which members of the Group are given access. For example, if Group A has access to Categories 1 and 2, and Group B has access to Categories 2 and 3, a User who is in both Groups A and B has access to Categories 1, 2, and 3, while another User who is only a member of Group A can only access Categories 1 and 2.
Not all Categories and Groups have to have one-to-one relationships. In this chart, each Group has access to a different set of Categories, but it‘s clear from their names which is related to which.
Additionally, Group access permissions do not “cascade” into Subcategories—if a Group has access to a Category, it must explicitly be granted access to a Subcategory for it to appear to that Group's Users.
What Is a Smart Group?
A Smart Group is a special type of Group where an Administrator selects criteria for membership instead of choosing specific group members. Kindling automatically adds and deletes Users from the Group‘s member list based on those criteria.
How Do I Set Up a Group?
Click on the gear icon in the top menu (Manage) and select “Groups”. Then click “Create”.
Enter a unique group name; it cannot be the same as any other Group in your organization’s Kindling. A description is optional but strongly recommended. Neither the title nor the description will be displayed to the members of the Group.
To create a Group where Administrators manually manage the members, select I want to add people individually beneath the description box, then click the “Next Step” button in the left-hand column. The “Select Members” screen will appear. Check the boxes next to the Users you wish to add to the Group, then click “Next Step”.
On the “Select Categories” screen, check the boxes next to the Categories to which this group will have access. Click “Next Step” to review the Group options.
All of the new Group’s settings will be listed on the “Review & Create” screen: its name, description, User list, and those Categories to which the Group has access. Click “Create Group” in the left-hand column to finish and save.
The Group will not be saved until “Create Group” has been selected.
How Do I Edit a Group?
Select the gear in the top menu and click “Groups”. Groups and Smart Groups are separated into two separate screens, which you can access by selecting the labels on the left side of the screen. Choose the Group you wish to edit from the list. Editing a Group is exactly like creating one, with two exceptions: Groups cannot be changed into Smart Groups (and vice versa), and the criteria of a Smart Group cannot be changed.
How Do I Set Up a Smart Group?
When creating a Group, selecting “I want to add people by criterion” beneath the description box will turn the Group into a Smart Group, which means that the membership list of the Group will be based on a rule rather than manually managed by an Administrator.
- “All Users” will include all active Users in Kindling.
- “Users who were created on or before this many days ago” will include any Users created prior to a given time in the past. This is a rolling window. If, for example, the number is set at “30,” the Group will include all Users who have accounts older than 30 days, and accounts will automatically join the group on their 31st day of existence.
- “Users who have a reputation greater than or equal to” will include any Users who have a reputation score higher than the number supplied here.
- “All Users with an email like” will include any Users who have email addresses that match the address entered in the box. can be used as a wildcard; “@kindlingapp.com” would match any addresses ending in @kindlingapp.com, for example. “All Users, except for those with an email like” excludes based on the same rule.
There are three special criteria that will only appear on a Kindling with LDAP or SAML enabled:
- “All Users in the LDAP/SAML system” includes all Users whose login credentials are retrieved from an LDAP/Active Directory or SAML setup.
- “Users who belong to the LDAP/SAML Group” includes all Users who are members of a specific LDAP/Active Directory group or SAML Group, and will update as the LDAP/SAML Groups change. More information on importing LDAP Users can be found in the LDAP Authentication section. For information on importing SAML Groups see the SAML Authentication section.
- “All Users associated with an external Group (e.g. LDAP/SAML) that matches...” includes all Users who are members of an LDAP/Active Directory Group or SAML Group, with a name that matches the pattern specified. represents a wildcard. The matching is case-sensitive. For example, a pattern of “Kindling ” would match a Group named “Kindling team members NYC” but not one named “Kindling team members LA.”
Once the smart criterion is selected, choose “Next Step”. From there, the process continues in the same way as setting up a standard Group.
How Do I Remove a Group?
Click on the gear icon in the top menu (Manage) and select “Groups”.
Next to the Group you would like to remove, click the gear icon to the right of the group name and select “Remove”.
You are prompted with a confirmation dialog box. Click “OK” to confirm removal of the Group, or “Cancel” to cancel the removal.
Note that after a Group has been removed, if it was assigned to a Category or Campaign, its members will no longer have access to that Category or Campaign.