Managing Security Groups

Use the Security Groups page to manage sets of permissions and categories that can be assigned to individual user accounts. The categories and permissions on this page are the same as those on the Users page. Permissions required to access this page: Access Admin Tab and Manage Security Groups.

To open the page, choose Admin > Configure > Security > Security Groups.  

If your implementation has more than one entity, user permissions can be managed separately for each.

Creating a Security Group

To create a new security group, you can:

• Leave the Select Group to Edit drop-down list blank. Enter the group name and description, set the permissions and then choose Admin > SecurityGroups > Create.

• If you are currently viewing an existing security group and want to clear the information and create a new group, choose Admin > SecurityGroups > New or clear the Select Group to Edit field.

You can then enter the group name and description, set the permissions and choose Admin > Security Groups > Create.

Editing a Security Group

To edit an existing security group, choose the group from the Select Group to Edit drop-down list. Make the desired changes and then choose Admin > SecurityGroups > Save.

Deleting a Security Group

To delete an existing security group, choose the user name from the Select Group to Edit drop-down list and then choose Admin >SecurityGroups > Delete.

Note that this will remove any users from the group and delete the group. Any users with permissions via the group will lose those permissions.

Group Membership

Click Manage Group Membership to view or modify the users who are assigned to this security group. (Note that you can also change a particular user's security group from the Users page.)

If your organization uses Microsoft Active Directory, you can manage the membership of any security group based on an associated Active Directory group. For example, any users assigned to the "ABC Team" or the "XYZ Team in Active Directory can be assigned to have specific sets of permissions in the entity. If a user needs to be added or removed from a security group, the administrator can manually sync the group to the Active Directory group to reflect the changes made in Active Directory.

To associate a security group with an Active Directory group, select the Associate Active Directory Group check box and then specify the domain name. Click the Load icon, , beside the Security Group field to load available groups, then select the group and click the Load icon beside the Active Directory Users field to load the users in the group. Click Associate to finalize the association.