(v23) Groups

Groups

This applies to: Managed Dashboards, Managed Reports

A Symphony group can contain user accounts and other groups, making it easy to apply permissions to many users at once instead of setting permissions for each account individually.

By default, Symphony comes with five built in groups:

• Everyone
• Developers
• Power Users
• Standard Users
• System Administrators

All users are implicitly members of the Everyone group, while membership to the Developers, Power Users, and Standard Users groups is decided based on the seat type of the logged-on user.

Note: See the Accounts screen instead to add existing Windows groups, or to add external groups from another third-party identity provider when using federated authentication.

Add a new group

To add a new group in Symphony, access the administration area from the main menu.

Expand the Account Service category along the left, and then click admin. In the admin screen, click Add New on the toolbar.

In the Add Group dialog, fill in details such as the following:

• Tenant – Choose the tenant (if applicable).
• Group Name - Choose a name for your group, such as Sales or Engineering.
• Group Description - Add an optional description for the group.
• Allowed IP Addresses - An IP address or range that the group members must log on from unless they log onto the server locally.
• Culture - The default culture for this group. Must be a valid IETF language tag such as en or en-US.
• Time Zone – The default time zone for this group.
• Minimum Floating Seat Privilege - This seat type or higher will be assigned to all group members that use floating seats (see the Seat Mode setting in Accounts) even if their own Seat Type is set lower. Choose between Standard user or Power user license seat types, since Developer seats are always reserved.
• Application Privileges - Allow or deny access to specific functionality or UI elements.

Click the save button at the bottom of the dialog to create the group. The admin list is updated with the newly added group.

View the list of groups

Go to the Admin screen, expand the Account Service category, and then click admin to see a list of the groups in the system.

Edit a group

Select a group from the list and click Edit on the toolbar to open the Group Details dialog. This lets you view or modify the settings for the group. You'll also see some additional read-only information concerning the group, such as the Group ID and its time of creation.

You can delete a group by selecting it from the list, clicking Delete on the toolbar and confirming the operation.

Manage group membership

To add or remove users (or other groups) from a group, go to its Group Details dialog as shown in the previous section.

Scroll down and click Members.

This opens the Group Membership dialog next to the main menu. This dialog shows the list of users and groups (if any) that belong to the group you're editing.

Click Add new members. The Select Accounts or admin dialog is displayed.

Select a user or group in the list, and then click the save button at the bottom to add the user/group.

The Group Membership dialog is updated with the newly added user.

Note: Adding a user to the System Administrators group gives the user administrative privileges.

Add this group to other groups

Go to the Group Details dialog for this group. Scroll down and click Member of.

Select one or more groups to become a member of and then click the button at the bottom of the dialog to save your changes.

Note: Inherited groups will appear in the Member Of dialog, but will not be removable.

Search for a group by ID

Every group has an ID (a GUID value). If you only know the ID of a specific group, you can quickly search for the corresponding group in the admin screen by pasting the ID in the Search box.

Set default view

You can indicate a default view for all the accounts in the group. This setting will override the regular homepage, but can still be overriden by individual default view settings.