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Managing User Groups

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Managing User Groups

Adding users to user groups is a good way to manage responsibilities and permissions among teams. Instead of adding a user individually to each project, you can create a user group that represents a team and add all the team members to the group. You can then grant permissions to the user group and manage the users in a single location. Every form in Kion that allows you to assign a user also allows you to assign a user group.

To view all the user groups, select Users in the left navigation menu and then select User Groups. User groups can be filtered alphabetically or by keyword. 

For information about creating user groups, see Add a User Group.

Exporting User Groups

You can export your user groups to a CSV file by clicking the Export CSV button. This allows you to easily generate a list of all user groups. The exported list includes columns to sort by user group or IDMS. 

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Viewing User Group Permissions

The Permissions tab shows a list of permissions that the user group has on each item within Kion. This is the best way to see exactly what access a user group has throughout the application. For information about managing permissions, see What are Permission Schemes? and What are Permission Roles?

To see which permissions a user has:

  1. On the Permissions tab, click an item type within the Item Type list. This filters the items displayed in the Item list.
  2. Click an item within the Item list.
  3. The permissions the user group has for that item is displayed in the Permissions list.

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Viewing User Details

Clicking on the name of a user group brings up their User Group Details page. Click through the tabs to see the following information:

Overview Tab. Shows information that was entered when the group was created.

 Users. Lists all of the users in the group and their role in that group. For information about adding and removing group members, see Edit a User Group.

Projects Tab. Displays all projects that the group has permission to access and their role associated with the project. For more information, see Managing User Permissions on a Project.

OUs Tab. Displays all OUs that the group has permission to access and their role associated with the OU. For more information, see Managing User Permissions on an OU.

Funding Sources Tab. Displays all funding sources that the group is associated with and their role associated with the funding source. For more information, see Managing User Permissions on a Funding Source.

Cloud Rules Tab. Displays all cloud rules where the group is the owner.

Permissions Tab. Shows a list of permissions that the group has on each item within Kion. For more information, see Mapping Users to Permission Roles.