Manage Groups

To add a group:

1. Click the Groups tab.

   

   The Groups tab is displayed.

   

2. Click the Add button on the Admin Commands ribbon.

   

   A new row is added to the grid.

   

3. Enter a short description and long description for the group in the corresponding fields.

4. Select or deselect the required check boxes to allocate the required roles to the group in the Roles/Groups pane.

   

5. Click Save.

   The group is added.

Back to top

To edit a group:

1. Click the Groups tab.

   

   The Groups tab is displayed.

   

2. Double-click the field of the group you want to update to make it editable.

   

3. Make the required changes to the group details and allocated roles.

4. Click Save.

   The group is updated.

Back to top

To delete a group:

1. Click the Groups tab.

   

   The Groups tab is displayed.

   

2. Select the group that you want to remove in the grid.

   

3. Click the Delete button on the Admin Commands ribbon.

   

   The following message is displayed.

   

4. Click Yes.

5. Click Save to confirm the deletion.

   The group is deleted.

Back to top

Groups can be assigned to a user on the People tab. You can allocate groups to a user when their username and password has been verified.

To assign a group to a user:

1. Search for and select the required user. See Find Users for more information.

   Note: The People tab is displayed by default on selecting a user.

   

2. Expand the Groups tree structure in the Roles/Groups pane.

   

3. Select or deselect the check boxes to assign groups to users.

   

4. Click Save.

   The groups are assigned to the selected user and they will inherit the roles associated with that group.

   Note: If roles are removed for a user where a group assigns those roles, then they are greyed out on saving and a tooltip displayed when hovering the cursor over the roles to indicate they are disabled due to group membership.

   

Back to top