Groups

Description

Groups are a convenient way to apply policies to a collection of users. Groups allow administrator users to specify permission for multiple users in a quick and easy way. Groups are managed in a hierarchical way. A user can belong to a group, and that user will be assigned the roles of this group and all the roles that this group inherits from its parent.

Companies are organized in different business units, departments, or workgroups. In Soffid, they all are named as groups. Some systems, like Active Directory, use the groups to control or restrict access to resources. A Soffid Group is more like an Active Directory OU.

Screen overview

image-1655287747709.png

Related objects

  1. User
  2. Roles

Standard attributes

Basic

On the basic group tab, you can view all the group attributes. It is allowed to add new groups, and update or delete existing groups.

Users

Administrator users can manage the users who belong to the group. These users will have assigned all the permissions granted to that group and permissions inherited from its parent.  

On the user's tab, you can add new users to the group by clicking the button with the add symbol (+), you must select the user to add, and select the membership properties.

It is also allowed to delete one or more users from a specific group, you can do it from the group membership details or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

Additionally, you can download a CSV file with the user's information and you can also upload a CSV file to add new users or update existing users.

Granted roles

Administrator users can manage the permissions to a group, this is the way to establish an access policy to a collection of users. The users who belong to a group will inherit all the permissions granted of that group.

On the granted roles tab, you can assign or revoke roles to the group. To assign a new role, you must click the button with the add symbol (+), then select the role,  in some cases specify the scope, and finally set membership properties. To revoke role, you can do it from the group membership detail or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

Additionally, you can download a CSV file with the granted roles information and you can also upload a CSV file to assign roles, modify or delete assigning roles.

Managers

On the tab Managers, Soffid displays the Roles with Domain group for the specific Information System and the proper authorization. Here you could grant the role to one or more users. You could grant the role on the Role page and on the User page as well and the information will be displayed on the managers tab.

Be in mind, to query the information about the roles and users on the managers tab, it will be mandatory to give authorization to query users, you must add the role to the authorization (user:query). You can visit the Authorization page.

Actions

Group query actions


Query

Allows you to query groups through different search systems, Quick, Basic and Advanced.

Add or remove columns 

Allows you to show and hide columns in the table.

Historical view

Allows you to check all the group's historical data. If you click this option, Soffid will display a new modal window to manage the historical view. 

Add new

Allows you to add a new group in the system. You can choose that option on the hamburger menu or clicking the add button (+).

To add a new group it will be mandatory to fill in the required fields

Add child group

Allows you to add a child to a specific group. You can choose that option below the father group.

To add a child it is necessary to fill in the required fields

Import

Allows you to upload a CSV file with the group list to add or update groups to Soffid.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

Download CSV file

Allows you to download a csv file with the basic information of all groups. 

Historical view

Switch to current view

Allows you to come back to the current data view.

Apply changes

Once you have pickup the proper date at the date component, you can apply changes and Soffid will display all the group data at the selected date time.

Then you can browse the Groups tree and check the information

Undo

Allows you to quit without applying any changes.

Group detail actions

Apply changes

Allows you to save the data of a new group or to update the data of a specific group. To save the data it will be mandatory to fill in the required fields

Delete

Allows you to remove a specific group. To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Undo

Allows you to quit without applying any changes.

Users

Add or remove columns

Allows you to show and hide columns in the table.

Add new

Allows you to add new user to a group.

Fist of all, you need to select the user. Then you need to set the system properties. And finally you need to apply changes.

Remove

Allows you to delete one by one or to delete some users at the same time from a group .  

To delete some users at the same time, you need to select the users, and then click the button with the subtraction symbol (-). 

To delete one user, you can click the user, and then Soffid will display a form with the details. Then you can click the delete button (trash icon). 

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation. 

Move

Allows you to move a user from a group to another group.

You can click the user, and then Soffid will show a form with the details, here you could update the group by searching the target group and applying changes.

Import

Allows you to upload a CSV file with the user list to add to the group.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about users. 

Granted roles

Add or remove columns

Allows you to show and hide columns in the table. 

Assign role

Allows you to assign a role to the group. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a role from the role list. If it is necessary, the next step will be to set the scope. Then you need to check and fill in the membership properties. And finally, apply changes.

Revoke role

Allows you to revoke one by one or to revoke some roles at the same time.

To revoke some roles at the same time, you need to select the roles, and then click the button with the subtraction symbol (-).

To revoke one role, you can click the role, and then Soffid will show a form with the details. Then you can click the delete button (trash icon).

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation.

Import

Allows you to upload a CSV file with the role list to assign permission.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about roles assigned to the group. 

Managers

Grant <ROLE_NAME> role

Allows you to grant the role, <ROLE_NAME>, to one or more users. You need to click on the "Grant <ROLE_NAME> role", under the role you want to grant. Then, Soffid will display a modal window that allows you to search for the users. Here you are able to write the user name and select it to grant the role.

Finally, you need to accept by clicking on the "Accept" button.

If you click on the "Cancel" button, no changes will be applied.



Revision #53
Created 24 March 2021 12:20:51 by pgarcia@soffid.com
Updated 30 November 2022 10:21:49 by pgarcia@soffid.com