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

1. Navigate to the Groups page
2. Click the "Add Group" button (or similar action)
3. 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.

4. Click "Save" to create the group

Editing Groups

To edit an existing group:

1. Navigate to the Groups page
2. Find the group in the groups list
3. Click the "Edit" icon next to the group
4. The group form opens with existing data
5. Modify:
   • Name: Can be changed (must remain unique)
   • Description: Can be changed
   • Roles: Add or remove roles
6. 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:

1. Navigate to the Groups page
2. Find the parent group
3. Use group management options to create a child group
4. 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:

1. Edit the group
2. In the Roles field, select roles
3. 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:

1. Edit the group
2. In the Roles field, deselect roles
3. 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:

1. Navigate to the Groups page
2. Find the group in the list
3. Click the "Delete" icon
4. 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

Related Introduction

• 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