How to Put People in a Category
The discussion revolves around understanding how to categorize people in Discourse. Camille_Augereau is having trouble figuring out how to give a person access to a category and how to put someone in a group.
Simon explains that to give a person access to a category, one needs to add them to a Discourse group and then give that group access to the category. He refers to a video on How to use category security settings to create private categories for details.
However, Camille_Augereau still struggles to understand how to put someone in a group. Simon provides a step-by-step guide on how to add users to a group:
By following these steps, users can be successfully added to a group and given access to a category.
I don’t understand how we put a person in a category. I am French so maybe it’s for that but I read some articles and I don’t get it.
I published a topic but nobody can answer. I don’t how to change that, I change the level of confidence for a person but she can’t answer.
Thank you for your help
You can give a person access to a category by adding them to a Discourse group and then giving that group access to the category. Have a look at the video in this topic for details: How to use category security settings to create private categories.
Sorry, but I don’t understand how to put someone in a group, I understand the category, I enter the sentences " see/reply" etc but I didn’t work at all, I put a subject and nobody have access. And I really don’t get it how we put people in a group or category. I saw the video and I read the text. Sorry
I just watched the video again. It does not explain how to add users to the group. I will write a proper howto topic to explain how to add users to a group. Here is a brief overview of how to do it.
First, go to your group’s page by clicking the “groups” link in the hamburger menu, then clicking the group’s entry:
On the group’s page you can add users to the group either by clicking the “Add Members” button, or by clicking the “Bulk Add to Group” button:
If you click the “Add Members” button, a form will open that allows you to add users by their username. Start typing a username into the form. An auto-complete dropdown will open. Select the user from the dropdown:
Their username will be added to the form:
Click the “Add” button to save your changes.
If you use the “Bulk Add to Group” button instead of the “Add Members” button, a form will open that allows you to copy and past a list of usernames or email addresses, with one username or email address per line. This approach is useful if you are adding users to the group from a spreadsheet, or from results that have been returned from a Data Explorer query:
Click the “Add” button to save your changes. A message will be displayed letting you know how many users were added to the group:
In the screenshot above, you can see that one user from my list was successfully added. Two users were not added to the group. The reason they were not added is because they do not yet have accounts on the site. They will need to register on the site before they can be added to the group.
