⁠Chapter 16. Groups

16.1. Manage groups
16.2. Add a New Group
16.3. Edit a group
16.4. Add a new user to a group
16.5. Edit the user membership in a group
16.6. Delete a group

⁠16.1. Manage groups

Mouse over Group on the Toolbar. Highlight Organization and select Users and Groups Management
Select the tab Group Management
By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group along with a small form to add a new user to a group.
The Group+Organization+Users and Groups Management Groups Management window displayed.
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⁠16.2. Add a New Group

  1. First choose where in the existing group structure you want the new group to be created. You may navigate up the tree by clicking on the green vertical little arrow at the top of the tree. The current path is displayed in the path bar.
  2. Click Add New Group.
    Group Name
    The name of the new group. This field is required and any length from 3 to 30 characters is allowed. Once saved this name cannot be edited.
    Label
    The display name of the group. Any length from 3 to 30 characters is allowed.
    Description
    A description of the group. Any length from 0 to 255 characters is allowed.
  3. Fill in the required fields. Only letters, numbers, dash and underscore characters are allowed for the Group Name field. The name must be unique within the portal.
  4. Click Save
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⁠16.3. Edit a group

  1. Find the group in the existing tree and click on the label
  2. Click the edit icon to display the Edit Selected Group window.
  3. Make the desired changes in the appropriate fields. You can not change the Group Name, however you may change to the Label field. You are also able to edit the Description field.
  4. Click Save
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⁠16.4. Add a new user to a group

  1. Find the group in the existing tree and click on its label. Existing group memberships are listed on the right hand side along with the Add Member window.
    The Add member modal window displayed over the Group Management window.
  2. Click on the magnify glass to open up the User selector.
    Select the check box next to the user name and then click Add
  3. Select the membership appropriate for this user. If the desired membership does not appear, click on the refresh icon to get the latest list.
  4. Click Save

See Also:

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⁠16.5. Edit the user membership in a group

  1. Click the edit icon in the Action column.
  2. Select another membership.
  3. Click Save.
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⁠16.6. Delete a group

  1. Find the group in the tree
  2. Click the trash icon.
    The Group Management window, with the mouse pointer hovering over the Delete Selected Group button. The Partners group is highlighted.
  3. Click OK.
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