Workivo Docs: Users, Groups, Roles
Users, Groups, Roles
Short version:
- A User is a person.
- A Group is a team/bucket.
- A Role is a permission key attached to a group.
- A user gets roles through group membership.
Data model
usersgroupsgroup_members(joins users to groups)group_roles(roles granted by each group)
User --> group_members --> Group --> group_roles --> role stringHow access is checked
- System loads user roles from their groups.
- Policy checks for required role (or
admin). - Sidebar hides links user cannot read.
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