Create and manage User Groups

Global AdministrationUser Management Groups

When you select a User Group from the table at the top, its details appear below.

• It is possible to add or remove multiple Users, Global Roles and Project Roles, then Save.

• Highlighted items are only marked to be added or removed.

  (If you close the browser tab, move to another page on the same tab or click Cancel before you Save, all changes will be lost.)

• Items marked for addition are highlighted in green.

• Items marked for deletion are highlighted in red.

1. Enter Global Administration User Management and select Groups.

2. Click Create new Group on the top left of the screen.

   An empty form with ID, Name and Description fields appears under the table.

   

3. Enter an ID.

   • This field must be unique and cannot be renamed once created. (Upper and lower-case letters are treated as the same.)

   • Supported Characters: (Upper and lower-case letters, numbers, - _ . and @ are allowed.)

   • Unsupported Characters: !#$%^&*()+',:~[]{}`<=>?\|/'Tab'; Japanese, Chinese and emoticons.

4. Enter a Name. (Supports all UTF-8 characters.)

   Caution:

   Do not name a Group using a name that is identical to one already used for a Global Role.

5. (Optional) Enter a Description. (Supports all UTF-8 characters.)

6. Click Save. (Or Cancel to exit without saving the new Group.)

   The newly created Group appears in the table once the page is refreshed.

   

1. Enter Global Administration User Management and select Groups.

2. Select the Group that you'd like to edit or delete from the table of existing Groups.

   

   The Group's details appear below the table.

   

3. Edit or Delete the Group.

   1. Click Delete.

      (This will delete Group's folder in the repository.)

   2. Click Edit or just hover over and click on the Name or Description fields to edit them.

      (You cannot edit a Group's ID.)

4. Click Save when you're done.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   

   The Group's details appear below.

   

3. Click on the Users column header.

   The Add Users dialog box appears.

   

   Only users that can be added to the Group (that are not yet assigned to it), appear in the Add Users dialog box.

4. Select one or more users.

   Hover over a selection to view its ID. (A great way to distinguish between two users with the same name.)

   Tip:

   The Add Users dialog box supports multi-select.

5. Click Add Selected.

   

   • Users marked for addition are green.

   • Users marked for removal, if any, are red.

   Note:

   Highlighted items are only marked to be added or removed. (If you close the browser tab, move to another page on the same tab or click Cancel before you Save, all changes will be lost.)

6. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   The Group's details appear below.

   

3. Select one or more users.

   Tip:

   These columns support multi-select.

4. Click on the User column header or Delete on the keyboard.

   

5. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   The Group's details appear below.

3. Click on the Global Roles header.

   The Add Global Roles dialog box appears.

   

4. Select one or more Global Roles.

   Tip:

   This dialog supports multi-select.

5. Click Add Selected.

   Selected roles appear in the Global Roles column highlighted in green.

   

6. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   The Group's details appear below.

3. Select one or more Roles. (Hover over a selection to view its ID.)

   
   Tip:

   This column supports multi-select.

4. Click on the Global Roles column header or Delete on the keyboard.

   

5. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   The Group's details appear below.

   

3. Click on the Project Roles header.

   

4. (Optional) Enter a Project to search for in the field.

5. Select a Project from the Project column.

   All available Project Roles for the selected Project appear in the Project Role list.

6. Select one or more Project Roles.

   Tip:

   This dialog supports multi-select.

7. Click Add Selected.

   The selected Roles are added to the Project Roles column and highlighted in green.

   

8. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

1. Enter Global Administration User Management and select Groups.

2. Select a Group from the table of existing Groups.

   The Group's details appear below.

3. Select one or more Projects and/or Project Roles and click or Delete on the keyboard.

   

   • This dialog supports multi-select.

     (Both Projects and Project Roles can be removed simultaneously.)

   • If a Project is marked for removal, its child Project Roles are too.

   • If the last Project Role from a Project is marked for removal, then so is the Project.

     (The baugi1 Project in the example above will also be marked for removal.)

   

4. Click Save.

   All changes to the Users, Global Roles and Project Roles columns are saved.

• Group lists are sorted alphabetically:

  • Users and Projects by Name.

  • Global and Project Roles by ID.

• The Project Role list is structured into two levels;

  • It is sorted first by Project Name.

  • If there are multiple Users or Projects with the same Name, then these items are sorted by ID.

• The lists can be filtered using the field at the top. (It filters results as you type.)

• Filtering in the Project Roles column works for both Projects and Project Roles.

  • A filtered Project is always displayed with all its child Project Roles.

  • A filtered Project Role is always displayed with its parent Project.

The Access File is automatically synchronized when a Group change is Saved.

Administrators can view the Role, User and Group information that's stored in the access file at:

( Global AdministrationUser Management Access Management).

• The following can be both viewed and edited there:

  • Roles and Groups Assignment

  • Users Assignment

• The following can only be viewed there:

  • Users, Roles and Groups with "Read & Write" Permission

  • Users, Roles and Groups with "Read" Permission

If High Contrast View for the visually impaired is enabled:

• Items marked for addition have lined border.

• Items marked for removal have a dashed border.

There are several limitations in the current version of User Groups:

• In this version of the User Groups feature, it is not possible to tell where a User was assigned a Role from.

  (Whether it was assigned directly to them, or it was done via a Group.)

  Tip:

  Create Groups and assign all the Roles that you plan on implementing across your production system, but populate them with users that don't have roles assigned directly to them.

  Caution:

  If you use existing users with roles assigned directly to them, it might cause confusion on the Users and Roles administration pages.

• Use a browser other than Edge and Internet Explorer when working with Groups that contain thousands of users or roles.