A user group is a collection of different users that have to be given a shared set of permissions. There are various permissions across different products that have to be assigned to many users in varying order. Managing permissions by user is not a sustainable model.

For example, say you have a department and you want to assign a product to every member of the department. One way to do this would be to modify the individual permissions of every user in the department and assign the product to each of them. The more convenient method is to create a user group containing all the members of the department and then assign the product to that user group. This allows the administrator to be decoupled from the management of every user. You could later add more users to that group or remove users from the group. As you do this, the group permissions remain the same while the users within the group changes.

Create User Groups

Applicable role: System Administrator

You can create user groups in the Admin Console.

  1. In the Admin Console, click User Management > User Groups.

  2. In the upper-right corner of the screen, click .

    The Add User Group pane is displayed.

  3. In the Add User Group pane enter a name and description of the user group you want to create.

  4. Click Save.

You're taken back to the User Groups page. The list now displays the group you created.

Note:

As a System Administrator, to remove a user group, select the user group on the User Groups tab and click the  icon in the upper-right area of the screen.

Add Users to User Groups

Applicable role: Product Administrator

Follow these steps to add users to a user group

  1. In the Admin Console, click User Management > User Groups.

  2. In the User Groups list, select the user group to which you want to add the user.

    Note:

    To search for a user group, click Search () in the upper-right corner of the page.

  3. From the Group Details tab, navigate to the Users tab.

  4. In the upper-right corner of the screen, click .

    The Add Users to User Group dialog is displayed.

  5. In the Add Users to User Group dialog, search for and select one or more users to add to the user group.

  6. Click Add.

You're taken back to the User page. The list now displays the user you just added to this group.

Note:

As a System Administrator, to remove a user from a user group, select the user on the Users tab for the required group and click the  icon in the upper-right area of the screen.

Add multiple users to a group

You can use the Bulk add users procedure to simultaneously add multiple users to a group. If, for example, you want to copy the users (or a subset) from one group to another, you can export the users from one group and then add them to the other group.

Note:

This procedure adds existing users to groups. If you want to add users to your organization and to groups in one go, see Add multiple users.

  1. While you are working on a group, go to the Users tab.

  2. Click Perform bulk operations ( ) in the upper-right corner and in the drop-down list, choose Bulk add users.

  3. In the Bulk add users dialog, download the Sample template of the CSV file that will provide you with the structure of data required.

    The downloaded file contains the following data:

    • Identity Type
    • Username
    • Domain
    • Email
    • First Name
    • Last Name
    • Country Code
    • Product Configurations
    • Admin Roles
    • Product
    • Configurations Administered
    • User Groups
    • User Groups Administered

    For a description of these fields, see CSV File format.

  4. Edit the downloaded file with the data of users that you want to add to the group.

  5. To upload the updated CSV file, in the Bulk add users dialog, click Upload and select the updated file in the Browse dialog.

  6. Click Yes to confirm the bulk add operation.

After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation, on the Product configuration > Bulk operations Results tab.

Remove multiple users from a group

You can use the Bulk remove users procedure to simultaneously remove multiple users from a group. For example, if you want to move a number of users from one group to another, you can remove them from one group and add them to the other.

  1. While you are working on a group, go to the Users tab.

  2. Click Perform bulk operations ( ) in the upper-right corner and in the drop-down list, choose Bulk remove users.

  3. In the Bulk remove users dialog, download a Sample template of the CSV file that will provide you with the structure of data required. Else (recommended), download the list of users for the current group.

    The downloaded file contains the following data:

    • Identity Type
    • Username
    • Domain
    • Email
    • First Name
    • Last Name
    • Country Code
    • Product Configurations
    • Admin Roles
    • Product
    • Configurations Administered
    • User Groups
    • User Groups Administered

    For a description of these fields, see CSV File format.

  4. Open the CSV file in Excel and edit the file such that it must contain only rows for the users that you want to remove from this group.

  5. To upload the updated CSV file, in the Bulk remove users dialog, click Upload and select the updated file in the Browse dialog.

  6. Click Yes to confirm the bulk remove users operation.

After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation, on the Product configuration > Bulk operations Results tab.

Export group users

You can download data for users for a group. For example, if you want to add users from one group to another, you can download the user list from the source group and then add them to the other group. If you want to then remove the user from the source group, you can use this same file to remove these from the source group.

The CSV file that you download contains the data as defined in the CSV File format section.

  1. While you are working on a group, go to the Users tab.

  2. Click Export user list () in the upper-right corner of the page.

  3. Choose a folder location to download the file and click OK.

Add Admins to User Groups

Applicable role: System Administrator

You can delegate the task of administering a group to Group Administrators. These administrators can then manage the users of that group.

Follow these steps to add administrators to a user group

  1. In the Admin Console, click User Management > User Groups.

  2. In the User Groups list, select the user group to which you want to add the administrator.

  3. From the Group Details tab, navigate to the Admins tab.

  4. In the upper-right corner of the screen, click .

    The Add Admins to User Group dialog is displayed.

  5. Search for and select one or more users to add to as administrators to the user group.

  6. Click Add.

You're taken back to the Admins page. The list now displays the Admin you just assigned to this group.

Note:

As a System Administrator, to remove an Admin from a user group, select the Admin on the Admins tab for the required group and click the  icon in the upper-right area of the screen.

Add Product Configurations to User Groups

Applicable role: Product Configuration Administrator

You can add product configurations to user groups. This will allow all the users in that group to receive the same set of product permissions.

  1. In the Admin Console, click User Management > User Groups.

  2. In the User Groups list, select the user group to which you want to add a product configuration.

  3. From the Group Details tab, navigate to the Configurations tab.

  4. In the upper-right corner of the screen, click .

    The Add Product Configuration dialog is displayed.

  5. Search for and select one or more product configurations to add to the user group.

  6. Click Add.

You're taken back to the Configurations tab. The list now displays the product configuration you just added to this group.

As a product configuration administrator, you can also add user groups to product configurations while you are working with product configurations.

Note:

As a Group Administrator, to remove a user from a group, select the user on the Users tab for the required group and click the  icon in the upper-right area of the screen.

Bulk Operations results tab

When you run a bulk operation such as adding or removing multiple users of a group, you will receive an email. In addition, you can view the details of the bulk operation in the Bulk operations results tab.

  1. While you are working on a product group, go to the Bulk operation results tab.

  2. In this tab, you can do the following:

    • Click Cancel to stop a currently running bulk operation
    • After a bulk operation is complete, click View results for a detailed report of the operation
    • To delete reports, click the checkbox to the left of the report names and then click  in the upper-right corner of the Bulk operation results tab.

Important: The Results page displays reports that are 90 days old or less. Reports that are more than 90 days old are automatically removed, without the interference of a System Admin.

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