WORKSPACE ADMIN

Groups

Groups let you manage access at scale instead of configuring each user one by one, and Wusool has two distinct kinds that do very different jobs.

The two kinds, side by side. You manage both from Settings > Groups.

Scope groups vs ownership groups
Scope groupsOwnership groups
ControlsRow-level visibilityEdit & approval rights
Driven byDimension-value criteriaAssigned ownership of artifacts
AffectsWhat data members can seeWhat members can change

Scope groups

A scope group limits which dimension values its members can see. Each scope group carries its own row-level criteria, a set of dimension-value conditions (for example, Region = Europe). Members see and edit only the rows that match the group’s criteria.

Wusool uses a strict-hide model for scope:

Warning

A non-admin user sees only the rows covered by the scope groups they belong to. A user who is in no scope group sees nothing at the row level. Admins are not restricted by scope and see every row.

This is the mechanism behind “no per-Dimension role override” (see Roles). Roles decide what actions a user can take; scope groups decide which rows those actions apply to.

Create a scope group

  1. Go to Settings > Groups and click Add scope group. You need at least one Dimension first, because scope groups limit which dimension values members can see.
  2. Name the group.
  3. Define its criteria, the dimension-value conditions that decide which rows members can access.
  4. Add members.

Ownership groups

An ownership group grants its members edit rights on the artifacts it owns: Dimensions, Workbooks, and Targets. Ownership groups are the stewards of governed data. They are who can approve edits to the artifacts they own.

Note

An ownership group must have at least one admin (steward), the people allowed to approve edits. You cannot create an ownership group without one.

Create an ownership group

  1. Go to Settings > Groups and click Add ownership group.
  2. Name the group.
  3. Assign at least one admin (steward).
  4. Add members, and assign the artifacts the group owns.

Adding and removing members

  1. Open the group you want to edit.
  2. Click Add Members, search for users by name or email, select one or more, and confirm.
  3. To remove someone, open the group, find their row, and click the remove icon.

Membership changes take effect immediately. For a scope group, members gain or lose row-level visibility; for an ownership group, they gain or lose edit and approval rights on the owned artifacts. Access a user holds through other groups, or through their role, stays unaffected.

Deleting a group

Open the group and click Delete Group. Members lose the access that group provided, whether that’s row visibility (scope) or edit and approval rights (ownership). No user accounts are affected.