Managing Groups

  1. If you are not an Administrator, meet the Managing Groups.

  2. Click System > Security.

  3. Select Groups or Exclusion Groups , then select a group.

  4. Click to perform any task:

    • Delete Selected Item: Permanently delete a group.

    • Rename Selected Item: Change a group's name.

    • Copy Selected Item: Create a group based on the existing group's settings. Select Copy child user and group references to add the same users or groups to the new group.

    • Show All Users: View the users in the group.

    • Show All Groups: View the lower level groups that are nested in the group.

  5. In Group Membership, change who is in the current group and modify the parent groups associated with the current group. Perform any task:

    • To withdraw users and groups, select them and click Remove. This revokes their access to artifacts and tools based on the system security roles (roles) to which the group is assigned.

    • To add users and groups, click Add User | Add Child Group. This grants them access to the artifacts and tools the group provides based on it's role assignments.

    • To withdraw the current group from a parent group, select the parent and click Remove. This revokes access to the artifacts and tools provided by the parent group based on it's role assignments.

    • To include the current group in another parent group, click Add Groups and select the group.

    Managing Group Membership

    You can add groups and users to, and remove them from, other groups. This may created a hierarchy or impact system security role-based access to artifacts and tools. See Managing Groups.

    1. Click System > Security.

    2. Expand Groups and select the group.

    3. In Group Membership, perform any task:

    • To include a user or group, click Add User or Add Group and select the user or group to add.

    • To withdraw the current group from a parent group, select the parent and click Remove. This revokes access to the artifacts and tools provided by the parent group based on it's role assignments.

    • To include the current group in a parent group, click Add Groups and select the group.