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Version: Next Gen

Groups

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Manage Groups​

Groups help you allow or deny access to applications for multiple users (identities) based on policies. An accountant in HR can be a member of multiple groups. For example, a user in HR could be a member of the following:

  • General group (all employees)
  • HR group
  • Financial group

Add a Group and Assign Users​

  1. Navigate to Directory > Groups and click Add group.

  2. Enter a name and description of the group, and then click on Add group.

  3. Click the newly created group name on the Groups page.

  4. Click on Add group member.

  5. Select a user from the Select user identities drop-down. Select the drop-down again to add more users to the group.

  6. Click on Add to group.

Edit or Delete Users​

  1. Navigate to Directory > Groups and click a group name.

  2. Click Edit group.

  3. Update the fields as needed and click Save.

    -Or-

    Click Delete group.

Remove a User from a Group​

  1. Navigate to Directory > Groups and click a group name.

  2. Select the checkbox beside one or more group members.

  3. Click on Remove group members.