(v24) Advanced Group Management

Advanced Group Management

This applies to: Managed Dashboards, Managed Reports

Use the Groups work area to perform many of the basic tasks needed to create and edit groups. This versatile work area is also useful for listing Symphony user groups, adding and removing members to and from a group. If needed, use this page to navigate to a module to perform more tasks specific to that module.

Groups Work Area Tasks

View a list of groups in Symphony

1. Navigate to the Groups work area by selecting the Groups option in the main menu.

2. A list of all Symphony groups is shown.

   • If you're a system admin, all groups are listed, except for two specific Visual Data Discovery groups, Content Distributors and Supervisors.

   • If you're a tenant admin, all groups in the tenant you are working in are listed.

3. Add, edit, or manage group membership in this work area, then select another menu option to navigate away from this work area.

View members of and add members to a group

1. Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.

2. From the main menu, select Groups. The Groups work area opens.

3. Scroll to find an existing group, or use the Search field to find a group.

4. Select Members. A Group membership work area opens, listing the current group members.

   

5. Select eligible users from the Add Members drop down, then select the add members icon () to make them members of this group.

6. Save your changes. A success message appears, and you are returned to the Groups work area.

Note: Select the delete icon next to any group member to remove them from the group, then Save your changes.

Add a group to a group

1. Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.

2. From the main menu, select Groups. The Groups work area opens.

3. Scroll to find an existing group, or use the Search field to find a group.

4. Select Members. A Group membership work area opens, listing the current group members.

   

5. Select eligible groups from the Add Members drop down, then select the add members icon () to make the group a member of this group.

6. Save your changes. A success message appears, and you are returned to the Groups work area.

Note: Select the delete icon next to any group to remove them from the group, then Save your changes.

Edit in Managed Dashboards

Some infrequent tasks are managed by administrators directly in the Managed dashboards module. Navigate to the appropriate work area from the Groups page.

Advanced Group Settings

If you need to define settings specific to a group, you can do so by editing the group in Managed dashboards. These tasks may include:

• Allowed IP Addresses - An IP address or range that the group members must log on from.

• 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.

• Default View - Select a default view for all the members of the group. This setting will override the regular homepage, but can still be overridden by individual default view settings.

• ID - View the group ID in the group details pane. You can search for the group in administrative work areas by this ID.

• Custom Attributes - assign custom attributes to a group.

Define advanced group settings and permissions

1. Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.

2. Select Groups from the main menu. The Groups work area opens. Scroll to find an existing groups, or use the Search field to find a group.

3. Select Edit group from the Actions menu for the group you want to update. An Edit group pop up dialog opens

4. Select the actions menu button, then Edit in Managed Dashboards.

5. A list of groups opens. Search for the group, or scroll to find the group you want to edit.

6. Select a group, then Edit from the Contextual menu. The group details work area for this group opens.

7. Make changes to the available fields in this group, then select Save to save your group changes.

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.