Groups

User groups make is easier to assign roles to multiple users. You could group users based on criteria other than role, such as geographical location or department, and more easily control access when people come and go.

You cannot assign permissions directly to groups; instead, assign roles to the group and then specify the roles' permissions over the various Resolve Actions Pro resources.

Membership

An Actions Pro group can only have users as members. You cannot add another group as a member. All member users receive the roles assigned to the group.

The group itself can be a member of an organization. Members of the group automatically become part of that organization.

Managing Groups

Managing groups includes creating and deleting groups, adding and removing group members, including groups in organizations and assigning roles to the group.

Creating a Group

As and administrator, you can create groups.

1. From the Actions Pro main menu, click User Administration > Groups.
2. Click New and enter these details:
   • Name—Descriptive name.
     The name can only contain alphanumeric characters and the underscore (_) character. Longer names are trimmed to the first 80 characters.
   • Description—Optional detailed explanation of the role’s purpose.
   • Link to external group—Check this box when creating a group to map to a group from an external authentication provider such as AD FS or SAML.
     See Single Sign-on Guide for details.
   • Roles—Click Add Role and assign one or more roles to the group.
   • Users—Click Add User and add one or more users as members.
   • Organizations—Click Add Organization to add the group to one or more organizations.
3. Click Save.

The group appears in the list.

Managing Group Members

As an administrator, you can add or remove users to or from groups.

1. From the Actions Pro main menu, click User Administration > Groups.
2. In the list, find the group that you want to manage and click the View Details icon in front of the group’s name.
3. In Users, use the Add User and Remove User buttons to change the groups members.
4. Click Save.

Managing Group Roles

As an administrator, you can assign or unassign roles to or from groups.

1. From the Actions Pro main menu, click User Administration > Groups.
2. In the list, find the group that you want to manage and click the View Details icon in front of the group’s name.
3. In Roles, use the Add Role and Remove Role buttons to change the roles that are assigned to the group.
4. Click Save.

Managing the Group’s Organization Membership

As an administrator, you can add or remove the group to or from organizations. Members of the group automatically become part of these organizations.

You can add or remove a group to or from an organization in two ways:

• Using the Groups menu
• Using the Organizations menu

Using the Groups Menu

1. From the Actions Pro main menu, click User Administration > Groups.
2. In the list, find the group that you want to manage and click the View Details icon in front of the group’s name.
3. In Organizations, use the Add Organization and Remove Organization buttons to determine the group's organization membership.
4. Click Save.

Using the Organizations Menu

1. From the Actions Pro main menu, click User Administration > Organizations.
2. In the list, find the organization that you want to manage and click the View Details icon in front of the organization’s name.
3. In Groups, use the Add Group and Remove Group buttons to determine what groups are members of the organization.
4. Click Save.

Deleting a Group

You can delete a groups at any time, even if it has users, roles, and organizations assigned to it. Carefully consider the consequences for the group members before deleting a group.

1. From the Actions Pro main menu, click User Administration > Groups.
2. In the list, select the group that you want to delete and click Delete.
3. Confirm the deletion.

Viewing All Groups of a User

You may want to view all the groups of which a user is a member to identify where the user’s permissions come from. You can do that from the Users menu:

1. From the Actions Pro main menu, click User Administration > Users.
2. In the list, find the user that you want to manage and click the View Details icon in front of the user’s name.
3. Under Groups, view the list of the groups of which the user is a member.