You can set up distinct UpSlide configurations for multiple users at once using user groups in the UpSlide Portal. Options, libraries, templates and email signatures can be distributed to different user groups, and can be automatized with our provisioning system.

Will user groups benefit your organization?

All your UpSlide users are part of an account and share team settings. You will benefit from setting up user groups if you expect different users from the same account to have different configurations. Below are the elements that can be controlled with user groups:

• UpSlide options: If different teams need access to different options, you can create a user group per team and assign the right options to each team.
• Libraries and Dynamic Libraries: If different teams need access to different content, you can set up user groups to limit folder access to the appropriate team.
• Customization: If different teams have access to different templates, you can assign a shared path to a user group so only its members can access the template modifications.

A user can be part of different user groups, so you don't have to create one for each combination of options and shared paths.

Creating user groups

Create the user groups you will be using in the User groups tab by clicking the button Add a user group. If your company isn't using provisioning, you can pick whichever group name you want and leave Related Entra ID group empty.

You can assign different colours to each group to visualize them better when doing searches in the Users tab.

To add users to a user group, click on the icon under Members for each group and search for the right users among the existing UpSlide licenses. Then click + Add members.

Assigning shared path and options to user groups

After creating the first user group, the portal pages will slightly change. You will be able to assign different settings to your newly created groups.

Libraries and Dynamic libraries

On the Libraries page, you can assign a Library and Dynamic Library path to one or several user groups using the dropdown menu on the right. You can also assign a path to every user group by selecting the option Everyone.

By default, paths are assigned to everyone when they are created. However, users will only have access to their content if they've been granted permission on your side.

Templates & Styles

On the same page, you can set different Templates & Styles locations. You will have to set a common location to ensure every user has at least one place to get template modifications. You can then create a path for specific user groups.

• If a user isn't part of any group or if their group hasn't got a specific user group location set up, they will have access to the common location only.
• If the user is part of a group that has their own user group location, they will have access to this one only.
• If a user is part of several groups and each has a specific user group location set up, they will have access to the user group location that is highest on the list.

Options

Every option available with UpSlide is displayed on the Options page. The options that are available to your account.

In the dropdown menu of each option, select the user groups that should receive these options. Users added to the user groups will automatically be assigned the options selected.

Link the UpSlide user groups with your Entra ID groups

This step is optional. You can automate the composition of your user groups with Microsoft Entra ID.

Enable provisioning in Entra ID

Follow the instructions in our guide to enabling provisioning. Come back here after you have followed the instructions to continue the steps below.

Setting up the groups in Entra ID

Before creating the user groups in the portal, add your groups to the Entra ID application you have created for provisioning. Go to your application > User and groups and click on Add user/group.

When done, start the provisioning by clicking on Start provisioning. Every user within a user group will appear in the portal. It updates every 40 minutes.

Go back to the portal to link your Entra ID groups to UpSlide user groups. In the User groups tab, click  Add a user group, and assign the relevant Entra ID group. If provisioning is working as expected, the groups you have created in Entra ID should appear here.

When you add or remove a user from your Entra ID group, the UpSlide user group will automatically add or remove the member from this group within the limits of available options.

Troubleshooting - Restart provisioning

If you were using the former user groups system, or if your Entra ID application users or groups seem to not appear on the UpSlide Portal, you may need to restart provisioning.

• On the left menu, click on Manage > Provisioning
• Click on Restart provisioning