Groups

A group is a collection of users who are similar in some way. Granting identical permissions individually to many users takes a long time. Granting one set of rights to one group and then adding many users is quicker and less error prone. Groups exist to simplify and speed administration.

Roles & Rights allow a user to be a member of more than one group. This allows each group to have a more defined purpose. Some groups allow access to certain data, other groups may grant access to specific communication channels. A user may need to be a member of several groups to perform their role effectively.

Note: The concepts used in Groups are similar to Microsoft Active Directory’s Groups, so experience in Administering AD helps.

Groups Landing Page

The Groups landing page is similar to the User Landing page.

To access the Groups landing page:

  1. Click the Groups tab in the left hand column.

  2. Click the Search box to search for a group by using any part of their group name.

  3. Click the Add Group button to add a new user to this system.

    Note: The grid below the search bar displays information groups in this system.

  4. Each Group is represented as a horizontal line.

  5. Click the Edit Group button to edit an existing groups name and membership.

  6. Click the ... button to access the Advanced Options menu.

Adding and editing a group

Adding and editing a Group uses the same dialog. The Add Group button brings up an empty dialog, the Edit Group button brings up the same dialog, but it is pre-populated with the group’s name and membership details.

To add or edit a group:

  1. Enter a unique name for the group in the Name Box.

  2. Click in the User Membership box and add the Users that need to be in this Group.

Note: You can search for users by typing a few letters from their name in User Membership box.

Note: A user can be removed from a group by clicking on the small x beside the user name.

When you click on or select a user, a small chiplet appears in the User membership box. Users that are available in this system can be added to this group - this is the quickest way to add many users to a single group. The quickest way to add a single user to many groups is via Groups on the user settings dialogue.