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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.

 

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

In each row of the table there is a "Delete" button to delete a user group.  When you press it, a window with confirmation of deleting the selected group appears:

 

 

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:

The window contains the fields: 

    • "Group name"
    •  "Description"
  1. Fill in all mandatory fields (and optional fields if necessary):
  2. 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.
  3. 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 

 

The user group card contains tabs: 

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

"User groups" tab

 

 

The tab is intended for:

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

 

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" column

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 been confirmed yet, there is an icon next to it.

"Remove user from group" button

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

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:
  2. From the dropdown list, select one or more users to be added to the group:
  3. Click the "Add" button to confirm your choice. Or click the "Cancel" button if you decide not to add users to the group.

"Parameters" tab

 

 

The 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:
  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.
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