(Roles Required: Owner, Administrator, User Manager, Help Desk, EPCS Enroller)

Groups can be used to manage and categorize users which furthermore makes it easier to handle users. Groups can be associated with applications which are protected by the company.

Groups Grid

1. The groups grid lists information like group name, status, number of users and description of the group.

   1. Group Name: Respective group name displays here

   2. Status: Respective group status displays here – Active / Inactive

   3. User Count: This column gives a count of users in the group.

   4. Description: This column lists the description of the group. 

   5. Source Type: The source of how the user was added as an entry

      1. In-Cloud – When the users are added through the portal (i.e using the Add User button), the source type is In-cloud.

      2. AdSync – When the users are added through directory sync, the source type is AdSync.

      3. On-Prem – When the users are added through LDAP application, the source type is On-Prem

      4. Gdsync – When the users are added through Google directory sync, the source type is Gdsync

   6. Action: Edit & Delete

      1. Edit – Update the group details

      2. Delete – Respective group will be deleted

How to add a new Group?

1. Click Add Group

   

2. Group Name

   1. Group Name is a mandatory field.

   2. Group name for a company is unique.

3. Description

   1. Description is not a mandatory field. Provide your description as per the Group created

      

4. Save the Group

5. Adding User to a group

   

   1. Click Add Users

   2. Select the Users which you want to add / assign to this group and click Add Users

      1. If there are no users added yet, then this message displays – “No users available to add.”

   3. Selected users will be listed in the Users grid

      

      1. Users grid will be displayed as follows,

         1. Username – Respective Username

         2. Name – Respective Name

         3. Status – Respective User Status

         4. Last Login – Respective user last login details to display here

         5. Action – Edit & Delete

            1. Edit – Respective user can be updated

            2. Delete – Respective user can be deleted

Edit Group

(Role Required: Owner, Administrator, User Manager, EPCS Enroller)

1. To edit a group, the admin just needs to click on the group name in the groups grid.

2. The admin can edit a group by changing the group name and description.

3. An admin can change the group status to inactive also. Admin cannot change the group status to inactive if the group is associated to an application.

4. While editing the button is Save changes below the status.