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Managing user groups

The user group configuration associates users, computer groups, and roles with a user group.

Role requirements

The user group configuration is a complex configuration. You must have the following permissions to manage the user group configuration:

  • Write User Group permission to create a new configuration, add properties, or save changes to a configuration.
  • Write Computer Group permission to change computer group assignment from the user group configuration page. To change the computer group assignment, you also need the Read Sensor permission on the Reserved content set. The Reserved content set includes content used to ask preview questions.
  • Read User permission to change the user assignment.
  • Administrator or Content Set Administrator reserved role to change the role assignment. However, a Content Set Administrator cannot manage the assignment of reserved roles.

Only the Administrator reserved role has all of these permissions.

Create a user group

  1. Go to Administration > User Groups.
  2. Click New User Group.
  3. Specify a configuration name and save the configuration.

Assign computer groups to a user group

  1. Go to Administration > User Groups.
  2. Click the user group configuration you want to edit to display the user configuration summary page.
  3. Click Manage Computer Groups.
  4. Click Edit to display the Computer Group Assignments selection box. Select items and click Save to close the selection box.

    Specify No Management Rights Assigned if you do want users to inherit computer groups from this configuration. Otherwise, specify Selected Management Rights and then select the computer groups that you want users to inherit from this configuration.

  5. Click Show Preview to Continue to review the impact of your changes.
  6. Save the configuration.

Assign users to a user group

  1. Go to Administration > User Groups.
  2. Click the user group configuration you want to edit to display the user configuration summary page.
  3. Click Manage Users.
  4. Click Edit to display the Users selection box. Select users and click Save to close the selection box.
  5. Click Show Preview to Continue to review the impact of your changes.
  6. Save the configuration.

Assign roles to a user group

  1. Go to Administration > User Groups.
  2. Click the user group configuration you want to edit to display the user configuration summary page.
  3. Click Edit Roles.
  4. Next to Grant Roles, click Edit to display the Grant Roles selection box. Select roles and click Save to close the selection box.
  5. Next to Deny Roles, click Edit to display the Deny Roles selection box. Select roles and click Save to close the selection box.
  6. Click Show Preview to Continue to review the impact of your changes.
  7. Save the configuration.

Delete a user group

When you delete a user group configuration, users no longer inherit computer group rights and roles from the user group configuration. When deleting a user group configuration, we recommend:

  1. Delete the users from the user group and review the resulting impact on the users' effective permissions.
  2. Delete the user group configuration.

View effective permissions

  1. Go to Administration > User Groups.
  2. In the row for the user group configuration you want to review, click View Effective Permissions.
  3. Review the role assignment, inherited roles, and the lists of the resulting Global, Micro Admin, and Content Set permissions.
  4. Click Back to return to the Users summary page.

Copy the user groups configuration summary

You can copy the details of the user groups configuration page to a message, text file, or spreadsheet. Each row in the grid is a comma-separated value string: User Group name, computer group count, user count, grant role count, deny role count.

Copy a single row

  1. Go to Administration > User Groups.
  2. Select the row for a user group.

    When you select a row, tools appear above the grid.

  3. Click the copy icon to copy the row details to the clipboard.

Copy all rows

  1. Go to Administration > User Groups.
  2. Click Copy all.

Export the user groups configuration

You can export the user groups configuration to a JSON file that can be examined during troubleshooting.

  1. Go to Administration > User Groups.
  2. Click Export all.

Last updated: 7/31/2018 5:05 PM | Feedback