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Administration 3.2 Administration Help Center
Groups
Groups provide a way to organize your users. Groups can be assigned roles to determine member access level to Administration and integrated Data Discovery component UIs.
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To view the list of users, click Groups in the primary navigation panel. You can search for a group by group name.
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To open a quick view detail panel for a group, click anywhere in the row for the desired group and then click the open detail panel icon (
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If the group is associated with more roles than presented in the detail panel, a More link displays.
Click the More link to open the Edit Group dialog to the Roles tab.
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To create a group
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In the primary navigation panel, click Groups.
The Groups page opens.
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Click NEW GROUP.
The New Group dialog opens.
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Complete the details for the new group.
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On the DETAILS tab, type a unique NAME for the new group. Maximum 50 characters
NOTE: The group name is case sensitive; uniqueness takes capitalization into consideration.
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On the ROLES tab:
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Select the appropriate checkboxes to grant access to the desired Data Discovery components and roles. For more information about role permissions, see Roles.
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Click CREATE.
A confirmation message opens and the new group is created.
To edit a group
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On the Groups page, click the name of the group that you want to edit.
TIP: You can also click or hover over the row for the desired group and then click the associated edit icon (
).The Edit Group dialog opens.
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Edit the desired information.
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Click UPDATE.
The group information is updated.
To delete a group
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On the Groups page, click or hover over the row for the desired group.
Additional icons display in the right column.
- Click the delete icon (
) associated with the desired group. -
In the confirmation dialog, click YES to confirm the delete action.
The group is deleted.
To add a user to an existing group
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On the Users page, click the name of the user you want to add to a group.
TIP: You can also click or hover over the row for the desired user and then click the edit icon (
).The Edit User dialog opens to the Details tab.
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In the Groups field, type the name of an existing group. As you type, groups that match what you have typed display.
Click the desired group name to add it to the list of groups this user is associated with.
To remove a group that the user is associated with, click the X next to the desired group name.
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Click UPDATE.
The user is assigned to the group.
To remove a user from a group
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On the Users page, click the name of the user you want to remove from a group.
TIP: You can also click or hover over the row for the desired user and then click the edit icon (
).The Edit User dialog opens to the Details tab.
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In the Groups field, click the X next to the desired group name.
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Click UPDATE.
The user is removed from the group.