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Groups

Groups are used to organize users and simplify permission management across multiple users. A group can either be created locally within the application or imported from Active Directory.

Important

When Active Directory federation is enabled, users should be added to groups directly within Active Directory. The application will periodically synchronize users and groups from AD.

  • Each group name must be unique within the application.
  • A user can belong to multiple groups simultaneously.

How To: Create a Local Group​

  1. Navigate to the Administration module.
  2. Select the Groups tab to create a new group.
  3. Click New Group.
  4. Configure a new group:
    1. Group Name: Enter a unique name for the group.
    2. Description (Optional): Provide a brief description of the group, if needed.
  5. Click on Save to create the group.

Video Guide​

This video shows how to create a local group.

How To: Add Users to a Group​

There are two ways to add users to a Group:

  1. From the Groups Tab:
    • Navigate to the Administration module.
    • Select the Groups tab.
    • Click on the name of the group to which users need to be added.
    • Click on Add.
    • Use the search bar to find users, then select the checkbox next to their names. Click Add to include them in the group.
  2. From the Users Tab:
    • Navigate to the Administration module.
    • Select the Users tab.
    • Click on the name of the user who needs to be added to a group.
    • In the Groups side tab, click on Assign.
    • Use the search bar to find groups, then select the checkbox next to their names. Click Assign to add the user to those groups.

How To: Delete Users from a Group​

There are two ways to delete users from a Group:

  1. From the Groups Tab:
    • Navigate to the Group from which users need to be deleted.
    • Select the checkbox next to the users in the Users side tab.
    • Click on Delete in the Users side tab to remove the users from the group.
  2. From the Users Tab:
    • Navigate to the User who needs to be deleted from the group.
    • Select the checkbox next to the groups in the Groups side tab.
    • Click on Delete in the Groups side tab to remove the user from the groups.

Consideration​

  • A deleted user or group cannot be recovered. Proceed with caution when performing delete actions.
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