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This section will detail the management of user groups, including the processes of creating, deleting, adding users and configuring group settings.

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The "User groups" section is intended for managing user groups.

The table of the section contains the list of user groups created in the current tenant. The table columns are:

  • "Group" - is a link (button) that opens the card of the selected group. More details about the group card are described in the "User group card" subsection
  • "Description"
  • In each row of the table there is a "Delete"

...

  •  Image Addedbutton to delete a user group.  When you press it, a window with confirmation of deleting the selected group appears:

 

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Creating a new group

To create a new user group, follow the steps:

  1. Click the "Create user group" button. The "Create user group" window will open:

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The window contains the fields: 

    • "Group name"
    •  "Description"

2. Fill in all mandatory fields (and optional fields if necessary):

3. Click the "Create" button to confirm the creation of the group. Or click the "Cancel" button if you decide not to create a new group.

4. If all fields are filled in correctly, the window will be closed and the new user group will be added to the tenant.

User group card 

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The user group card contains tabs: 

  • "Users"
  • "Access control" (to be added in future versions) 
  • "Parameters"

"User groups" tab

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The tab is intended for:

  • viewing Viewing the list of users that have been added to the group
  • adding Adding new users to the group
  • deleting Deleting users from the group

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Description of the table of group users

The table on the tab contains the list of users added to the current tenant

Column name/button name

Description

"Full name" columnUser full name.
"Login" column

User login used to log in to the system.

It This is a link (button) that opens the card of the selected user. More details about the card are described in the "User card" subsection."Login


" column

User login used for logging in

"Email" column

If the mail has not yet been confirmed

yet

, there is an icon next to

it

it Image Added. If the user's view is external, the mail of such a user is not checked and is automatically considered confirmed.

"User type" column
The user type is internal or external. For more details, see the section "Tenant Users".

"Remove user from group" button

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Button for deleting the selected user from the group. If you press it, a window with confirmation of deleting the selected user appears:

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Use the "Columns" drop-down list to select which columns will be hidden or displayed, with the "Login" column always displayed.

Adding a user to a group

To add a user to a group through the card of this group, you should follow the steps:

  1. Click the "Add user" button in the card of the user group. The "Add user to group" window will open:
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  2. From the dropdown list, select one or more users to be added to the group:
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  3. Click the "Add" button to confirm your choice. Or click the "Cancel" button if you decide not to add users to the group.

The "

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Access control" tab 

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The tab is intended for:

  • Viewing the list of object groups that are available to a user group
  • Changing the list of object groups to which the user group has access

Changing access to object groups

To change access to object groups, follow the steps:

  1. Click the "Add group" button in the field with the type of groups to which you want to grant access. Or click the pencil-shaped button next to the field in which you want to change the previously specified list of available groups.

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  2. Select the group(s) to which you want to grant access in the field. Or clear the field if you have decided to remove access to all groups of this type.
  3. Click the checkmark button to save your changes. Or click the cross button if you decide not to apply the changes. 

"Parameters" tab

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 The

 

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tab is intended for viewing and changing the group parameters - its name and description.

Changing group parameters

To change the parameters of a group you should follow the steps:

  1. Click the "Edit" button. After pressing it, all fields will become editable:
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  2. Make the necessary adjustments.
  3. Click the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched back to the reading mode.