User Groups help organize roles and permissions for who can view which data nodes (and their underlying data files). System administrators can assign users to user groups, including adding/removing users, creating new groups, removing old groups, and assigning groups to specific data nodes.

What User Groups Currently Exist:

  1. Enter the System Admin Panel.

  2. Click "Groups" from the left hand menu. You will now see all groups that have been created for your company's software instance.

  3. Click on a specific Group to view the Users assigned to that group.

Create a New User Group

  1. Enter the System Admin Panel.

  2. Click the "+" icon to the right of the "Groups" section.

  3. Enter a new group Name and Description.

  4. Click Create, and your new group will be listed under the User Group section.

Delete a User Group

  1. Enter the System Admin Panel.

  2. Click "Groups" from the left hand menu. You will now see all groups that have been created for your company's software instance.

  3. Click on a specific Group to view the details of that group.

  4. Click the "⋮" icon on the top right and select "Delete".

  5. Confirm that you want to delete your group. Note: this removes the group from the software instance. Users will still exist in the system, and will be able to use the software if they have been assigned to other groups that still exist.

Add/Remove Users To A User Group

  1. Enter the System Admin Panel.

  2. Click "Groups" from the left hand menu. You will now see all groups that have been created for your company's software instance.

  3. Select the specific Group you are interested in. This will take you to the detailed view of that group.

  4. Click "Add Users" on the top right.

  5. Select users by clicking the "+" icon next to their name.

  6. Click "Done". Your users will be added to the User Group, and will now have access to all the data nodes associated with that group.

Add/Remove Groups to a Data Node

  1. Enter the System Admin Panel.

  2. Click "Nodes" from the left hand menu. You will now see all nodes that have been created for your company's software instance (across all of the data fabrics).

  3. Under the specific Node you are interested in, click "Add User Group".

  4. Click the User Group you are interested in adding to that node. You can only select one group at a time.

  5. To remove a group, hit the "X" icon to the right of the User Group name.

Change A Specific User's Groups

  1. Enter the System Admin Panel.

  2. Click "Users" from the left hand menu. You will now see all users associated with your company's software instance.

  3. Click on a specific User.

  4. Add a user to a group by clicking "+ Add User Group" and selecting the Group.

  5. Remove a user from a group by clicking the "X" icon.

  6. Click Save.

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