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Creating and Managing User Groups

You can create User Groups and add Permission Policies to them. User Groups are very useful for controlling access to your Organization when you want to set up a number of people with the same Permission Policies assigned to them. For example, you might have a Billing Operations team and you want to restrict the access of all members of this team to performing certain billing operations when working in your Organization. You can then:

• Create a Permission Policy which allows the required range of Billing resource access.

• Create a new Billing User Group and add this Permission Policy to it.

• Add each team member to the Billing User Group.

• Do not assign any Permission Policies to any Billing Operations team member.

This topic explains how to create User Groups and add Permission Policies to the them, how to add Users to Users Groups, and how to manage your User Groups:

• Creating User Groups and Adding Permission Policies

• Adding Users to User Groups

• Managing User Groups

Creating User Groups and Adding Permission Policies

To create a User Group and add Permission Policies to the Group:

1. Select Settings>Access. The Access page opens with the Users tab selected.

2. Select the User Groups tab.

3. Select Create User Group. The Create page opens.

4. Enter a Name for the new User Group.

5. Use the Permission Policies drop-down list to select the Policies you want to apply to the Group:

6. Select Create User Group. The User Group Details page for the new User Group opens and the Permissions Policies panel lists the Policies you've applied to the Group:

You can manage the Permission Policies for the User Group from here:

• Select Add Permission Policy to add another Permission Policy to the User Group.

• Use the Delete icon to remove the Permission Policy from the User Group:

Adding Users to User Groups

To add Users to a User Group:

1. Select Settings>Access. The Access page opens with the Users tab selected.

2. Select the NAME hotlink text of the User you want to add to a User Group. The User Details page opens.

3. On the User Groups panel, select Add to User Group. The Users page opens.

4. Use the Add to User Group drop-down to select the User Group you want to add the user to.

5. Select the Add to User Group button. You are returned to the User Details page and the User Group you've added the User to is listed on the User Groups panel.

Managing User Groups

1. Select the Access>User Groups tab. From there, you can manage your User Groups:

• Select the NAME hotlink text to open the details page for a User Group and manage the Permission Policies applied to the Group.

• Select Edit to update:

2. Make your editing changes and select Update User Group.

3. If you want to delete a User Group, select the Delete icon:

A confirmation dialog appears.

4. Select Yes to continue and delete the User Group.

Next: Inviting Users to Organization

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