Group Profile

The Group Profile tab is a place where Core Properties, Assigned Policies, and Memebers of a selected Group can be manged.

---

Panels

This page can be broken down into a few panels, such as:

• Core Properties Panel

• Assigned Policies Panel

• Members Panel

---

Core Properties Panel

The Core Properties Panel displays general attributes about a selected Group.

Core Properties of a Group are:

• the Security ID established for the Group

• the Name of the Group

• the Description of the Group

✏️Editing Core Properties of Group

🗒️Administrators can edit the core properties of a group pertaining to the Description.

🚧To update the description of a Group, please follow the steps below:

1

Follow the steps of editing a group and scroll to the Core Properties Panel.

2

Click the Edit button in the top right-hand corner of the Core Properties panel

After, the Core Properties should allow editing fields.

3

Click on the Description input and enter the new description for the group.

4

Click the Save button in the top right-hand corner of the Core Properties panel

After, the updates should be applied to the Group

5

Verify that the updates to the description are reflected in the Description field

---

Assigned Policies Panel

The Assigned Policies Panel displays and manages policies for a selected Group.

Assigned policies are actions that users of a group are allowed to perform within the system

Actions for Assigned Policies Panel

The following actions can be performed within the Assigned Policy Panel:

• ➕Adding a Policy

• ✏️Changing Permissions of a Policy

• ❌Removing a Policy

---

➕Adding Policy to a Group

🗒️Administrators can add policies to a group to define the actions that members of the group are allowed to perform.

🚧To add Policies to a Group, please follow the steps below:

1

Follow the steps of editing a group and scroll to the Assigned Policies.

2

Click on the Add input. A dropdown should appear.

3

Select a policy by clicking on one of the options.

Searching for a Policy

📝 You can search for the policy by typing in the text-field.

📢 This will filter the list of available policies.

4

Click the Add button.

5

Ensure the policy is now present in the Policies Table.

6

Select the appropriate permission for that policy:

Available Permissions

• 👍Grant any Users of a Group this policy (e.g. The User of this Group is allowed to change passwords)

• 👎Deny any Users of a Group this policy (e.g. The User of this Group is restricted from changing passwords)

• ⬆️Elevate the policy for any User of this Group (e.g. The User of this Group is elevated to change password)

---

✏️Changing Permission of a Policy for a Device

Available Permissions

• 👍Grant any Users of a Group this policy (e.g. The User of this Group is allowed to change passwords)

• 👎Deny any Users of a Group this policy (e.g. The User of this Group is restricted from changing passwords)

• ⬆️Elevate the policy for any User of this Group (e.g. The User of this Group is elevated to change password)

🚧 To change permission of an existing Policy, please follow the steps below:

1

Follow the steps of editing a group and scroll to the Assigned Policies.

2

Locate the Policy in the Policies Table by:

• 👀 manually finding the record, or

• 🔍 using the search field (located in the top right-hand corner of the table)

3

Click the appropriate permission button for that policy.

4

Lastly, verify that the permission changed.

---

❌Removing Policy from a Group

🗒️Administrators can remove policies from a group to restrict the actions that members of the group are allowed to perform.

🚧To remove Policies from a Group, please follow the steps below:

1

Follow the steps of editing a group and scroll to the Assigned Policies Panel.

Proceed to step 2.

2

Locate the Policy in the Policies Table by:

• 👀 manually finding the record, or

• 🔍 using the search field (located in the top right-hand corner of the table)

3

Click the Remove button. A confirmation popup will display.

4

Click the Ok button to confirm.

5

Verify that the Policy is now removed from the Policies Table.

Note

📝 The example above uses one policy for this group.

🧮 Therefore, zero policies should be present after removing the policy.

---

Members Panel

The Members Panel displays and manages assigned Users to a selected Group.

Members are Users who have been configured to be a part of a group

Actions for Members Panel

The following actions can be performed within the Members Panel:

• ➕Adding Members to a Group

• ❌Removing Memebers from a Group

---

➕Adding Members to a Group

🗒️Administrators can add users to a group to grant them the policies and permissions assigned to that group.

🚧To add User(s) to a Group, please follow the steps below:

1

Follow the steps of editing a group and proceed to step 2.

2

Click on the Add input.

3

Select a User by clicking on one of the options.

Searching for a User

📝 You can search for the User by typing in the text-field.

📢 This will filter the list of available policies.

4

Click the Add button.

After, the button's text should change to Please Wait...

5

Verify the new User is present in the Users Table.

---

❌Remove Members from a Group

🗒️Administrators can remove users from a group to revoke the policies and permissions assigned through that group.

🚧To remove User(s) from a Group, please follow the steps below:

1

Follow the steps of editing a group and proceed to step 2.

2

Locate the User in the Users Table by:

• 👀 manually finding the record, or

• 🔍 using the search field (located in the top right-hand corner of the table)

3

Click the Remove button on the User record.

4

Press the Ok button to confirm.

5

Verify the User is no longer present in the Users Table.

This might take a little time to complete