Adding User Groups

Users must exist before creating groups. Groups must exist before adding an access role or security parameter.

Add a user group

Note: When importing and installing a package that contains groups, you must manually add the members of the group to that group.

Note: When you add or update a user group, if the group name already exists and you choose to proceed, a new group with the same name will be created.

1. From the menu, click > Access Control > Groups.

2. Click .
3. In the General Information section, enter the name and description of the group.
4. (Optional) To set a default dashboard for all users associated with this group, select Default Home Page to Dashboard.

5. Click Save or Apply.

   • Click Save to save and exit.
   • Click Apply to apply the changes and continue working.

Add members to a user group

1. From the menu, click > Access Control > Groups.

2. Select a group to which you want to assign members.

3. In the Members section, from the Available list, select the groups and users that you want to be members of the group. You can either browse through the nodes or use the Find field to search for a specific user or group.

4. Click Save or Apply.

   • Click Save to save and exit.
   • Click Apply to apply the changes and continue working.

Add a user group to another group

1. From the menu, click > Access Control > Groups.

2. Select the user group that you want to add to 1 or more groups.

3. In the Member Of section, from the Available list, in the Groups field, select the group or groups to set as a parent for the current group. You can also use the Find field to search for a specific group.

4. Click Save or Apply.

   • Click Save to save and exit.
   • Click Apply to apply the changes and continue working.