Creating a new user group
- Click Settings → Groups and then click the New group button.
- Specify the following settings:
- Name
The name of the new group. - Description
A description of the new group.
- Name
- A group can be a part of another group. To add a group to another group, click the Add link in the Belongs to groups section.
Note: If a user belongs to group A and you add this group to group B, the user will receive all permissions granted to both groups. - To add users to the group, click the click the Add link in the Users section and select the desired users in the Users dialog box.
Note: You can also add a user to a group using the options on the user’s account page. To view a user’s account page, click Settings → Users and select a user.
Note: If a user belongs to one or more groups, the user will receive all of the permissions granted to all groups he/she belongs to in addition to the permissions granted to him/her. - Set up the group’s roles and permissions for projects and batch types in these projects.
- Click Save.
You can also import user groups from Active Directory. For details, see the Managing Users section of the System Administrator’s Guide.
Changing the settings and permissions of a user group
- Click Settings → Groups and then click the name of a group on the list.
- On the page that opens, you can:
- Change the group’s name and description
- Add the group to other groups or remove it from other groups
- Add or remove users to/from the group
- Assign or remove roles to/from the group
- Grant or revoke access permissions for projects
- Click Save.
Deleting a group
- Click Settings → Groups and select one or more groups in the list.
- Click Delete.
