Groups
A group is an organizational unit, such as a company, branch, department or team. Organizational structures can be mapped out by creating subgroups. Any number of users can be assigned to a group.
Group Overview
Organizations can be modeled in the group overview. The groups are displayed hierarchically.
After you select a group, the group details are displayed in the detailed view on the right. Group details can be updated in this view.
Group Overview
| Icon/element | Description |
|---|---|
|
Detailed view
| Icon/element | Description |
|---|---|
Assigned users |
|
Assigned roles |
|
Tags |
|
Creating a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Click
.-
If a group has already been selected, the following dialog window will appear:
In this case, click the radio button as a separate group.
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If no group has been selected, the following dialog window is displayed:
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Enter the group name.
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Click Save.
The group is created and is displayed in the overview.
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To change the specified data, continue with Updating a Group.
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To create subgroups, continue with Creating a Subgroup.
Creating a Subgroup
Prerequisite
Access Manager role
Procedure
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Call up the Access management > Groups menu.
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Select the required group in the overview.
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Click
.The Create group dialog window will appear.
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Click the radio button below the selected group.
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Enter the group name.
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Click Save.
The group is displayed in the overview under the selected group.
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To move groups or separate a group out as a standalone group, continue with Moving a Group.
Updating a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Select the required group from the overview.
The group details are displayed in the Details tab, in the detailed view on the right.
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Use the Assigned Users tab to update the users of the group: Assigning a User to a Group
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Use the Assigned Roles tab to update the roles of the group: Assigning a Role to a Group
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Apply changes with Save.
The group details are updated and will be displayed in the overview.
Assigning a User to a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Select the required group from the overview ( Creating a Group ).
In the detailed view, the group details are displayed in the Details tab.
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In the detailed view, go to the Assigned users tab.
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Click
.The Select user dialog window will appear.
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Select the required users.
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Click Assign.
The selected users are assigned to the group and are displayed in the detailed view in the Assigned users tab.
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To unassign a user from a group, continue with Unassigning a User from a Group.
Unassigning a User from a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Select the required group from the overview.
The group details are displayed in the Details tab, in the detailed view on the right.
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In the detailed view, go to the Assigned users tab.
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Click
next to the user you want to delete.
The user is unassigned from the group and the user is no longer displayed in the Assigned users tab.
Assigning a Role to a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
-
Select the required group from the overview.
The group details are displayed in the Details tab, in the detailed view on the right.
-
In the detailed view, go to the Assigned roles tab.
-
Click
.The Select role dialog window appears.
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To limit the number of roles, implement the following settings:
In the Domain drop-down list, select the module in which the required role is located.
Or:
Enter the required role designation in the Search text field.
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Select the required roles.
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Click Assign.
The selected roles are added to the group and are displayed in the detailed view in the Assigned users tab.
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To remove a user from a role, continue with Unassigning a Role from a Group.
Unassigning a Role from a Group
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Select the required group from the overview.
The group details are displayed in the Details tab, in the detailed view on the right.
-
In the detailed view, go to the Assigned roles tab.
-
To limit the number of roles, implement the following settings:
In the Domain drop-down list, select the module in which the required role is located.
Or:
Enter the required role designation in the Search text field.
-
Click
next to the role you want to delete.
The role is unassigned from the group and is no longer displayed in the Assigned roles tab.
Add module tags to groups
Prerequisite
Access Manager role
Procedure
-
Call up the Access management > Groups menu.
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Select the required group from the overview.
The group details are displayed in the Details tab, in the detailed view on the right.
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Open the Tags tab in the detailed view.
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Click on
.The Assign Modules dialog window appears.
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Click on the modules to be tagged for the group.
The tagged modules are highlighted in blue.
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Click Assign.
The selected modules are tagged for the group and are displayed in the detailed view on the Tags tab.
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To remove a module tag, click on a module with a blue background to disconnect the connection between the module and the group. |
Moving a Group
In the group overview, groups can be moved as a subgroup or separated out as a standalone group.
|
Assigned users and roles are retained when a group is moved. |
Prerequisites
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Access Managerrole -
At least two groups have been created: Creating a Group.
Procedure
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Call up the Access management > Groups menu.
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In the overview, select the group that you want to move.
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Click
in the header.The Move group dialog window will appear.
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To move the group as a subgroup, click the radio button below the selected group and select a group.
Or:
To move the group as a separate group, select the as a separate group radio button.
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Click Move.
The group is moved and will appear in the selected position in the overview.