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Groups can be used to create a compartmentalized access to application data between users. All web applications must be assigned to at least one group during creation, and the same is true for system users. All users (except for admin users), must share at least one common group with a web application to be able to access it. You can use groups to split users into multiple work groups, that can’t see each other’s data.

Creating Groups and Sub-groups

The Manage Groups tab is located under the Tools menu.

To create a new group, select one of the existing groups from the left. sibling group will be on the same hierarchical level as the selected one, whereas a child group will be one level below.

Clicking either one of these options will flip this window and populate a field for the Group Name. Enter a name and Save.

If you chose a child group, the new one will be created under your selection. If a sibling group is created, it will be shown in line with the others.

When you assign a web application to a group, all users that are in this particular group will have access to it. For example, when you assign a web application to the group California all users that are assigned to this group can access the application. Orange County is a sub-group of the group California. All users registered to the group California can also access the web applications assigned to Orange County, per the hierarchy of access rights. Users of a group have access to all web applications assigned to sub-groups. However, a user in the Orange County can’t access applications assigned to California.

Please note that group names can’t contain special characters such as “&” or “%”.

Delete a group or sub-group

To delete a group please go to Groups and select the group to be deleted. Click .

Edit Group Name

To rename a group please go to Groups and select the group. In the Group Name field, change its name and click .

View Associated Users

To see the list of users assigned to a specific group, first select that group, then click   .

View Associated Applications

To see the list of applications assigned to a specific group, first select that group, then click .