Groups

Description

Allows to grant roles to groups of users. User's groups are managed in a hierarchical way.

Mind that business units are sometimes refereed to as groups. Some groups will be, of course, business units, but some groups will be providers groups, customers and other external organizational units.

Search Types

You can search for groups created in the system by applying different ways of searching: 

Quick

This option allows quick search by fields that have been defined in the application metadata.

Basic

This is the default option. It provides some default search criteria, but other criteria can be added from the add criteria option. 

Each search criterion will have different search forms depending on the type of data in the particular field. For example, a text field provide four different options to search, "Contains", "Start with", "End with" and "Equals", a date field provide the date "Since" and date "Until".

Each criterion will be added to the previous ones.

Advanced

This option allows an advanced search system using the SCIM standard.

You can access to SCIM Chapter for more information

Screen overview

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Related objects

1. User
2. Roles

Custom 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.
• Description: group description.
• Drive letter: If specified, a shared folder for this user will be created. This shared folder can be mounted on ESSO hosts by using startup script.
• Parent group: parent within the hierarchy.
• Type: group type.
• Drive server name: server where the shared folders can be located.
• Disabled: allows 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

Set of users belonging to the group. It is shown the user, full name and group type. 

Allows to add new users to the group 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 an 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, modify or delete existing users.

Granted roles

Set of granted roles to the group. It is shown the role, domain, System and information system.

Allows to assign or revoke roles to the group. To assign a new role, you must click the button with the add symbol (+), then select the roll,  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.

Group detail actions

Apply changes	Allows to create a new group or to update an exist group.
Delete	Allows to delete a group.

Users

Granted roles