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Table of Contents

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  1. Preface
  2. User administration
  3. User authentication
  4. SAML single sign-on
  5. Users
  6. User groups
  7. User roles
  8. Notifications
  9. User configuration examples
  10. Editing your user profile
  11. Editing your user settings
  12. Inviting users to join your organization

User Administration

User Administration

Creating a user group

Creating a user group

Create a user group when multiple users in your organization need to perform the same tasks and need the same access rights for different types of assets, or if they need access to the same services. Group members can perform tasks and access assets based on the roles that you assign to the group. Create a user group on the
User Groups
page.
  1. In
    Administrator
    , select
    User Groups
    .
  2. Click
    Add Group
    .
  3. Enter a group name and optional description.
    The group name must be unique within an organization.
  4. In the
    Role, Membership, and Service Assignment
    section, on the
    Roles
    tab, select the roles that you want to assign to the group.
    You can assign system-defined and custom roles to a group. The roles apply to all members of the group.
  5. Optionally, assign users to the group.
    To assign a user to the group, on the
    Members
    tab, click
    Manage Users
    and select the user from the list. The list of available users does not include SAML users because you can't assign SAML users to a group.
    You can also assign a user to a group when you create or edit a user.
  6. On the
    Services
    tab, select the services that are enabled for the group.
    You can override service access at the user level, so that members of this user group can have access to services that differ from the user group.
  7. Optionally, select the default service that will open when users who are members of the user group log in.
    If a user belongs to multiple user groups, the last modified user group that has a specified default service is used to determine the service that opens when the user logs in. If the default service isn't accessible to the user, the next user group with a default service that the user can access is used.
  8. Click
    Save
    .

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