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User groups - best practice

As a project administrator, you can manage permissions in Dalux using custom user groups.

User groups are the cornerstone of Dalux because they allow you to easily manage permissions in Dalux Box and Field.

When creating custom user groups, we recommend that you use the following principles:

  • Use a classification system
  • Create one group per company/contract
  • Subdivide by discipline/trade/role

We recommend that you base this on the hierarchy of the organization so that it is easy to see where they belong.

Classification system

On large projects, there are many user groups. If they aren't organized, it can be hard to keep track of them.

We recommend using a numbering system based on the teams of a typical construction project.

Each user group added to the project starts with a number:

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This will give you the same overview of the groups, and since the default sorting is based on the group name, you'll get the same sequence of groups on all projects.

Make a group per company/contract

It is recommended that user groups primarily include users from the same company or contract.

That way, you can add the user group to the relevant role in Dalux, which makes it easier to match their focus on the project.

It's also easier to target all users from the same company without tracking them down in individual groups.

Subdivide the groups per discipline/trade/role

If a company or contract covers several areas, you can create further groups per discipline, trade, or knowledge area.

Just keep the numbering system so it's clear where the group originally belongs. This will help you target information to the relevant users and not everyone from the same company.

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In the setup above, the same engineering company handles multiple disciplines, so they're created as new groups, but follow the numbering system.

This makes it easy to see who belongs to which group and you can assign specific permissions to the individual groups.

User group administration

Learn how to create and manage user groups here: User groups.

 Read more

If you want to learn more about how to set up Dalux according to best practices, read these articles:

Work packages and work flows - best practice

Locations - best practice

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