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Groups

Description

Groups is the 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, 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

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Related objects

  1. User
  2. Roles

Standar attributes

Basic

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

  • Name: short name to identify the group. Group name must be unique.
  • Description: a brief description of the group.
  • Drive letter: if specified, a shared folder for this user will be created. This shared folder can be mounted on ESSO hosts by using a startup script.
  • Parent group: name of the parent within the hierarchy. Only the root group doesn't have value. Be in mind the groups have a tree structure.
  • Type: a group can be categorized by organizational unit types. You have more information about Group Type page.
  • Drive server name: the server where the shared folders can be located.
  • Disabled: allows you to enable and to disable the group. When a group is disabled, the group's role hierarchy is no longer available to the group's users.

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 users information and you can also upload a CSV file to add new users, modifyusers or deleteupdate 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

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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.

Add new

Allows you to createadd 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 iswill necessarybe 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 chind it is necessary to fill in the required fields

Import

Allows you to upload a csvCSV file with the group list to add or update group 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 load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to add,import updatethe ordata deletecorrectly groups.and to click the Import button.

Download CSV file

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

Group detail actions

Apply changes

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

Delete

Allows you to deleteremove 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 a new user to a group.

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

Remove

Allows you to removedelete one by one or moreto delete some users fromat 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 uses, you can click the users, 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. 

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 informaciónuser about userslist to add updateto orthe removegroup.

First, you need to pick up a CSV file, that users.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 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 clicking the add button (+).

Then you need to select a role form 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 moreto revoke some roles fromat the group. 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 informaciónrole about roleslist to assign orpermission.

revoke

First, you need to pick up a CSV file, that roles.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 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 roles assigned to the group.