How to create and manage groups
In Cassidy, you can manage user access and permissions through roles and groups. Roles, such as Admin, Member, and Super Admin, determine the level of access a user has at the organization level (e.g., changing settings). Groups, on the other hand, are used to handle permissions for collections (Knowledge Base), Assistants, Workflows, and Meetings.
Learn more about managing Knowledge Base permissions
Learn more about managing Assistant permissions
Learn more about managing Workflow permissions
Learn more about managing Meeting permissions and sharing
Understanding Roles
Cassidy has three organizational roles:
Member: Standard user access with permissions determined by group membership
Admin: Full organizational access including settings management and user administration
Super Admin: Enhanced administrative access that can only be assigned by Cassidy employees or other Super Admins. Super Admins can view and modify private Knowledge Base collections across their organization, as well as view private Assistants and Workflows. These private resources are organized under the "Private (Admin View)" tab in the sidebar.
*When a user belongs to multiple groups, their effective permissions are the union (combination) of all the permissions granted by each group. In other words, if a user is part of one group with no edit permissions, but also belongs to another group that allows editing, the user will inherit the highest permission level and be able to edit.
This additive nature of permissions allows for flexible access management. You can create different groups with varying levels of access, and assign users to the appropriate combination of groups to grant them the exact permissions they need.
To create and manage roles & groups in Cassidy:
Open Organization Settings: Click on your name in the bottom left of the sidebar, then click the settings icon for your organization.
*This option is only available if you're an Admin
Navigate to Groups: In the Organization Settings window, navigate to the Groups tab.
Create a new group: Click the Create Group button to create a new group, if needed.
Name the group: Enter a name for the group and click Save to create the group with the specified permissions.
Set general permissions: For each group, you can toggle on or off the following general permissions:
Edit/Add to Knowledge Base: This allows group members to make changes to the Knowledge Base and add new content.
Edit/Create Assistants: This enables group members to modify existing assistants and create new ones.
Edit/Create Workflows: This permits group members to edit and create workflows.
Record Meetings: This lets group members to record meetings.
Invite Members: This allows group members to invite new members to the organization.
Assign members to groups and roles: Navigate to the Team Members tab and assign members to groups and roles as needed.
Frequently Asked Questions
Can I modify a group's name? Yes, you can edit a group's name by going to the "Groups" section within the Organization Settings window, selecting the desired group, and clicking the "Edit Group" button.
Can I remove team members from a group? Yes, you can remove team members from a group by going to the group's details window and clicking the "Remove" button next to the member's name, then confirming the action.
Can a team member belong to multiple groups? Yes, a team member can be assigned to multiple groups, which allows for flexible access and permission management.
By following these steps, you can effectively manage user access and permissions in Cassidy using roles and groups. This allows you to control who has access to specific assistants and collections, ensuring that your team members have the appropriate level of access to perform their tasks efficiently and securely.