Scopes and Groups

What are Scopes?

Scopes are the organisational backbone of Qik. Every piece of content belongs to at least one scope, and every user's permissions are defined in the context of specific scopes. Think of scopes as compartments or departments that organise your data and control who can access what.

Scope Hierarchies

Scopes are arranged in a tree structure with parent-child relationships. This creates a natural hierarchy that mirrors your organisation's structure. For example:

• An international charity might have scopes: Global → Australia → Sydney, Melbourne | New Zealand → Auckland
• A school might have: School → Elementary, Middle, High School
• A company might have: Company → Engineering, Marketing, Sales, HR

Permissions cascade downward — access granted in a parent scope automatically applies to all child scopes.

What Scopes Control

• Content visibility — Users can only see content in scopes they have access to
• Permissions — Roles are granted within specific scopes via access passes
• Content creation — New content is created within one or more scopes
• Definition availability — Some content types can be restricted to specific scopes

Groups (Scope Units)

Scopes can act as groups (also called 'units'). When a scope is configured as a unit, it becomes a group that people can be members of. This adds an organisational layer on top of the data compartmentalisation.

Groups support:

• Membership — Add profiles as members of the group
• Positions — Assign people to named positions within the group (e.g. Team Leader, Secretary, Member)
• Position-based permissions — Roles can be tied to positions, so when someone is assigned a position they automatically get the associated permissions

Managing Groups

The Groups section in the sidebar lets you:

• View all group types and their members
• Create new groups
• Add or remove members
• Assign positions within groups
• View the group hierarchy in a tree view

Creating a Group Type

To create a new type of group:

1. Create a new definition with the base type scope
2. Enable the unit option in the group settings
3. Define positions if needed (e.g. 'Leader', 'Deputy', 'Member')
4. Optionally assign roles to positions for automatic permission granting

Adding Members to a Group

Once a group exists, you can add members by:

1. Opening the group
2. Navigating to the membership section
3. Searching for and adding profiles
4. Optionally assigning them a position within the group

Use Cases

• Departments — Create groups for each department with positions like Manager and Staff
• Teams — Organise people into project teams or ministry teams
• Regions — Geographic groupings for multi-site organisations
• Classes — Student groups for educational institutions
• Households — Family groupings linking members of the same household

FAQs