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Groups

Groups allow administrators to organize users into collections that can be used for access management and provisioning.

Group membership can help administrators manage access consistently across multiple users.

Note: Membership can also synchronize to connected applications through SCIM where supported.

Create Group

Groups Overview​

The Groups page provides a centralized view of all groups in the organization.

From this page, administrators can:

  • View existing groups.
  • Search for groups.
  • Create new groups.
  • View the number of members in each group.
  • Manage group members.
  • Edit existing groups.
  • Delete groups.
  • Review when groups were created and last updated.

Search Groups​

The Search groups field allows administrators to quickly find a specific group.

To search for a group​

  1. Open Groups from the navigation menu.
  2. Click the Search groups field.
  3. Enter the group name or relevant search text.
  4. Review the filtered group results.

Search is useful when the organization contains a large number of groups.

Create a Group

Administrators can create a new group using the + Create group button in the upper-right corner of the Groups page.

Steps​

  1. Open the Groups page.
  2. Click + Create group.
  3. Enter the group name.
  4. Add a description if required.
  5. Configure the initial group membership.
  6. Save the group.

The newly created group appears in the Groups table.

Create Group

Group Actions​

Each group has a Members button and an Actions menu.

The Actions menu contains the following options:

  • Edit
  • Delete Create Group

Edit​

Click Edit to modify the selected group's configuration.

Create Group

Delete​

Click Delete to remove the selected group.

Create Group

Warning: Deleting a group should be performed carefully because the group and its membership configuration will no longer be available.

Open Group Members​

To add users to a group:

  1. Find the required group.
  2. Click Members.
  3. The group's Members dialog opens.

Create Group

Groups Page​

The Groups page contains the following main elements:

ElementDescription
Search groupsSearch for an existing group by name.
Create groupCreate a new group.
GroupDisplays the group name and group icon.
DescriptionDisplays the group's description.
TypeDisplays the type of group.
MembersDisplays the number of members in the group and provides access to membership management.
CreatedDisplays when the group was created.
UpdatedDisplays when the group was last updated.
ActionsProvides options to edit or delete the group.

Group Name​

The group name identifies the collection of users.

Use a descriptive name that clearly communicates the purpose of the group.

Examples:

Engineering
Finance
Support Team
Application Admins