Group
Last updated
Last updated
Groups serve as a central hub for organizing and managing teams of users within your system. Similar to departments within an organization, groups bring together users with shared roles and responsibilities. This feature allows you to efficiently organize users, assign permissions collectively, and maintain a well-structured access management framework.
Accessing Groups in the Admin Console
To view and manage groups:
Open the Admin Console.
Navigate to the Groups & Permissions section.
Click on the Groups tab in the left-hand menu.
A card-based view of the Groups will be displayed.
Searching for Groups
To filter and locate specific groups:
Use the Select Group Category dropdown menu to filter groups by their associated category.
Choose the desired Group Category from the available options to display relevant groups.
This streamlined process makes managing and locating groups efficient and organized.
To create a new group:
Click the Create Group button.
Fill in the required fields as described below:
Select Group Category:
Assign the new group to a broader category. Categories must be predefined on the Group Category page.
Parent Group:
Use this field to create a subgroup under an existing group. If left blank, the group will be created as a primary group.
Group ID:
A unique identifier for the group to ensure distinction within the system.
Group Name:
A human-readable label that clearly identifies the group.
Description:
Add context about the group's purpose, role, and responsibilities.
Group Tag(s) (optional):
Assign keywords or tags to the group to help with categorization and search.
Tags can represent specific attributes or functions of the group.
Multiple tags can be added by separating them with commas.
Once all mandatory fields are completed, click the Save button to create the new group.
The group will be added to the system and ready for further configuration or assignment.
To edit an existing group:
Open the Admin Console.
Navigate to the Groups & Permissions section.
Click on the Groups tab in the left-hand menu.
A card-based view of the groups will be displayed.
Locate the group you want to edit and click the Edit icon on its card.
This will open the Edit Group page.
Modify the necessary details, including:
Group Category
Group ID
Group Name
Description
Group Tags (optional)
Ensure all mandatory fields are completed or updated as needed.
Click the Save button to apply and save the changes.
The updated group will be saved and reflect immediately in the system.
In the Edit Group interface, you will find a dedicated section for managing permissions.
Use this section to review the list of available permissions.
Toggle permissions on or off to align with the team's responsibilities and access requirements.
This feature allows you to customize the group's permissions, ensuring they have access to the necessary functionalities while maintaining system security.
After selecting the appropriate roles, click the Save button to apply and save the Permission Settings.
In the Edit Group interface, there is a dedicated section for managing roles.
Review the list of available roles in this section.
Select the roles that are applicable to the group. These roles define the overall access and privileges for users within the group.
After selecting the appropriate roles, click the Save button to apply and save the role settings.
This ensures that users in the group inherit the selected roles, aligning their access with the group's responsibilities.
In the Admin Console, navigate to the Groups & Permissions section.
Click on the Groups tab on the left.
You'll see a card-based view of the Groups.
Find the Group you want to delete and click on its card edit icon.
This will open the Edit Group Page.
On the same Edit Group Page, look for the option to delete the Group.
This is often represented by a Delete button.
Confirm your decision to delete the Group.
