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.

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

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: 

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 

The user group card contains tabs: 

"User groups" tab

 

The tab is intended for:

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


"Email" column

If the mail has not yet been confirmed, there is an icon next to it . 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

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.

The "Access control" tab 

The tab is intended for:

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.

  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

 

 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.