Configure Group

Configuring a group involves managing its roles and sub-groups to define its structure and permissions effectively.

Steps to Configure a Group

1. Navigate to the Groups Section

   • Click on the Security icon in the Primary Navigation Bar.

   • Select Groups to open the Groups section.

2. Select the Group to Configure

   • Click on the desired group from the list in the Secondary Left Panel.

   • The Group page will open on the right side of the panel, displaying the group’s details and associated roles and groups.

3. Assign Roles

   • Tabs & Actions Bar

     • The Group page includes a tab called Assigned Roles, which lists all roles created in the system.

     • Each role is accompanied by a checkbox that you can select or deselect to assign or remove the role from the group.

       
4. Add New Roles (Optional)

   • Click the New Role button in the Tabs & Actions Bar to add a role directly from this page without navigating back to the Roles section.

     
5. Add Sub-groups

   • Tabs & Actions Bar

     • The Group page also includes a tab called Added Groups, which lists all groups currently added to the selected group.

     • Each group is accompanied by a checkbox that you can select or deselect to add or remove sub-groups.

       
6. Add New Sub-groups (Optional)

   • Click the New Group button in the Tabs & Actions Bar to add a group directly from this page without navigating back to the Groups section.

7. Save Changes

   • After assigning roles and groups, click the Save button in the Tabs & Actions Bar to apply the changes.

     
   • If you attempt to leave the page without saving, you will be prompted with a message asking if you want to discard your changes.

Ensure to save any changes made to the roles and groups to reflect the updates accurately in the group configuration.