Managing Groups

Groups are collections of users within an organization. Groups can have hierarchical structures and roles assigned, allowing you to organize users and manage permissions efficiently.

Group Overview

Groups have the following properties:

Name: Unique name for the group within an organization
Description: Optional description explaining the group's purpose
Organization: The organization the group belongs to
Parent Group: Optional parent group for hierarchical structure
Roles: Roles assigned to the group
Users: Users who belong to the group

Creating Groups

Required Information

Name: Unique name for the group (required)
Description: Optional description
Organization: Organization the group belongs to (required, set automatically)
Roles: Optional roles to assign

Configuration Steps

Navigate to the Groups page
Click the "Add Group" button (or similar action)
Fill in the group form:

Enter Group Name

Provide a unique name for the group within the organization.

Required: Yes

Field: Name

Validation: Must be unique within the organization

Example: "Engineering Team", "Sales Department", "Administrators"

Enter Description

Provide an optional description explaining the group's purpose.

Required: No

Field: Description

Example: "Group for engineering team members"

Select Roles (Optional)

Choose roles to assign to the group.

Required: No

Field: Roles

How to select:

Use the multi-select dropdown
Search for roles by name
Select multiple roles
Roles are scoped to the group's organization

Note: Users in the group inherit roles assigned to the group.

Click "Save" to create the group

Editing Groups

To edit an existing group:

Navigate to the Groups page
Find the group in the groups list
Click the "Edit" icon next to the group
The group form opens with existing data
Modify:
- Name: Can be changed (must remain unique)
- Description: Can be changed
- Roles: Add or remove roles
Click "Save" to apply changes

Note: Organization and parent group typically cannot be changed after creation.

Group Hierarchy

Groups can have hierarchical structures:

Parent Groups: Groups that contain other groups
Child Groups: Groups that belong to parent groups
Inheritance: Child groups can inherit permissions from parent groups
Nested Levels: Groups can have multiple levels of nesting

Creating Child Groups

To create a child group:

Navigate to the Groups page
Find the parent group
Use group management options to create a child group
Configure the child group similar to creating a regular group

Note: Child groups inherit the parent group's organization.

Managing Group Roles

Assigning Roles to Groups

To assign roles to a group:

Edit the group
In the Roles field, select roles
Save changes

How it works: Users in the group automatically inherit roles assigned to the group.

Removing Roles from Groups

To remove roles from a group:

Edit the group
In the Roles field, deselect roles
Save changes

Note: Removing roles from a group affects all users in that group.

Managing Group Users

Adding Users to Groups

Users can be added to groups through:

User Management: Edit user and add to groups
Group Management: Edit group and add users (if supported)

How it works: Users inherit roles from groups they belong to.

Removing Users from Groups

Users can be removed from groups through:

User Management: Edit user and remove from groups
Group Management: Edit group and remove users (if supported)

Note: Removing a user from a group removes inherited roles from that group.

Group List Features

Search Groups

Use the search bar to find groups:

Search By: Group name
Real-time: Results update as you type
Case Insensitive: Search is case-insensitive

View Group Details

Click on a group to view details:

Group Information: Name, description, organization, parent group
Roles: Roles assigned to the group
Users: Users who belong to the group
Created/Updated: Timestamps and user information

Delete Groups

To delete a group:

Navigate to the Groups page
Find the group in the list
Click the "Delete" icon
Confirm deletion in the confirmation dialog

Warning: Deleting a group removes role assignments for all users in that group. Ensure the group is no longer needed before deletion.

Group Permissions

Groups can have permissions configured:

Resource Permissions: Permissions for specific resources (Objects, workflows, etc.)
Widget Permissions: Permissions for dashboard widgets
Nested 360 Permissions: Permissions for nested 360 views

Note: Permission configuration is typically done through the group detail/edit page.

Best Practices

Group Creation

Meaningful Names: Use clear, descriptive names for groups
Descriptions: Add descriptions to explain group purpose
Logical Organization: Organize groups logically within organizations
Appropriate Roles: Assign roles that match group responsibilities

Hierarchy Management

Logical Structure: Create hierarchical structures that make sense
Appropriate Depth: Avoid too many nesting levels
Clear Relationships: Ensure parent-child relationships are clear

Role Assignment

Group-Level Roles: Assign common roles at the group level
User-Level Roles: Assign specific roles at the user level when needed
Minimal Permissions: Follow principle of least privilege

Organization Introduction - Overview of organization management
Managing Organizations - Learn about organizations groups belong to
Managing Users - Learn how to add users to groups
Managing Roles - Understand roles assigned to groups

Managing Groups

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