Manage site groups

Groups are used to gather users who share identical module access and roles within modules.

Create a group

To create a group:

  1. From the navigation drawer of the Site administration interface, select Groups.

  2. In the Groups header, click the plus circle Add group button.
    The Add Group dialog opens.

  3. Enter the following information:

    • Name (mandatory)

    • Description

  4. Click Confirm.

Delete a group

To delete a group from the group list:

  1. From the navigation drawer of the Site administration interface, select Groups.

  2. Select the checkbox next to the group you wish to delete.

  3. In the Groups header, click the minus circle Delete group(s) button.
    A confirmation dialog opens.

  4. Click Confirm.

You can also delete a group from the group details form:

  1. From the Groups list, click on the group you wish to delete.

  2. In the form header, click the minus circle Delete group button.
    A confirmation dialog opens.

  3. Click Confirm.

Edit a group description

To add or modify a group’s description:

  1. From the Groups list, click on the group whose description you wish to edit.

  2. In the form header, click the pencil circle Edit description button.
    The Edit description dialog opens.

  3. Add or update the description.

  4. Click Confirm.

Edit group members

To add one or more group members:

  1. From the Groups list, click on the group you wish to edit.
    The group information form opens.

  2. In the Members section, click the account multiple plus Add button.

  3. Select the user or users you wish to include in the group.

  4. Click Confirm.

To remove group members:

  1. From the Groups list, click on the group you wish to edit.
    The group information form opens.

  2. In the Members section, hover over the user you wish to remove from the group.
    A minus circle Remove icon appears next to the user details.

  3. Click the minus circle Remove button.
    A confirmation dialog opens.

  4. Click Confirm.

Edit module access

Groups can define default module access for their members.

To modify the default module access for group members:

  1. From the Groups list, click on the group you wish to edit.
    The group information form opens.

  2. Next to the Module access section, click the pencil Edit button.
    The Edit roles dialog opens.

  3. Using the checkboxes:

    1. Select the roles you want to assign to the group.

    2. Deselect the roles you want to unassign to the group.