User Group Management

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A user group allows you to add multiple users in a single group and assign roles to a group. Thus, all users belonging to a group can perform actions based on the privileges granted to the role.

NOTE

Only a superuser user can create user groups, add users to groups as well as assign roles. Users can only view the groups and roles assigned but cannot edit/delete them.

Let us understand how to create a new group, grant roles and add users to the group in the following sections.

Adding a New User Group

Multiple users can be added in a user group. This helps to assign multiple roles to a group of users having the same set of actions to be performed in PCC.

To add a new user group:

  1. Click Security > User Groups and the following screen appears.

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Figure 357: User group management screen

Any group created is displayed.

  1. Click Add and the following screen appears.

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Figure 358: Add a new user group

  1. Enter the Group Name and Group Description (brief description on purpose of the group). For example, Group A is the Group Name created.

  2. Click Add and the user group is created successfully and displayed in the list as shown below.

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Figure 359: User group created

Hover the mouse on the Group Name and the following icons are displayed as shown below.

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Figure 360: Group name related icons

Hover the mouse on the icon to view the description provided for the group.

Editing a User Group

Once a user group is added, you can edit the basic details of the group.

To edit user group details:

  1. Hover the mouse on the user group and click the Edit User Group icon next to the name of the group as shown in the following figure.

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Figure 361: Edit user group icon

The following screen appears.

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Figure 362: Edit a user group

  1. Edit the Group Name and Group Description as needed.

  2. Click Submit and the changes are updated successfully.

Deleting a User Group

You can delete a user group from PCC. However, the user group will have multiple users with roles assigned as well as privileges granted to the role. Thus, deleting a user group will remove users assigned to it.

To delete a user group:

  1. Hover the mouse on the user group and click the Delete User Group icon next to the name of the group as shown in the following figure.

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Figure 363: Delete user group icon

The following screen appears.

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Figure 364: Delete a user group

  1. Click Yes and the user group is deleted successfully.

    Once a new user group is added, it is important to grant roles to the group as well as add users based on what actions the users in the group need to do in PCC. As you click the group name, the following two panels are displayed as shown in the following figure.

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Figure 365: Details visible for a user group

The two panels are:

  • Roles Granted to User Group

  • Users in the Group

Let us understand how to grant roles and add users in the group in the following sections.

Granting Roles to the User Group

You can grant multiple roles to a user group. Roles should be granted based on the tasks the users assigned to the group need to perform in PCC. Details on how to add roles are explained in the Adding a New Role section.

To grant roles to the user group:

  1. Click Grant Role and the following screen appears.

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Figure 366: Grant role to the user group

  1. Select the role/roles from the list of Available Role(s). The roles are displayed based on roles added as explained in Adding a New Role section.

  2. Click to move the selected role to the right panel. In case, you need to move all the roles, click A black arrows on a white background  Description automatically generated. While moving roles, if a wrong role is moved to the right panel, select the role in the right panel and click to move the role back to the left panel. You can also click to move all roles.

  3. Once the role is selected and added to the right panel, click Submit and the role is added successfully to the user group. The users in the group will now have all privileges granted to the added role.

Revoking a Role

You can revoke a role assigned to a user group.

To revoke a role:

  1. Select the user group and then click the role to be revoked as shown below.

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Figure 367: Select user group to revoke the role

  1. Click the Revoke Role icon next to the role and the following screen appears.

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Figure 368: Revoke role granted to user group

  1. Click Yes and the role is revoked successfully from the user group as well as from the user.

Adding Users to User Group

Once a user group is created, you need to add users to that group.

To add users to a user group:

  1. Click Add User and the following screen appears.

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Figure 369: Add users to the user group

  1. Select the user/users from the list of Available User(s). The users are displayed based on users added as explained in Adding a New User to Access PCC section.

  2. Follow steps 3 &4 as mentioned in Granting Roles to the User Group section as the procedure is the same. Here, we are adding users instead of roles.

    Once the users are added, the list of users are visible in the panel as shown in the following figure.

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Figure 370: View users in the group

Hover the mouse on the icon to view details about the user.

Removing a User from a User Group

You can remove a user from the group if the user no longer needs to be part of the group. Once a user is removed from a user group, the user cannot perform the roles assigned to the group. Also, if the same roles have been assigned individually to the user, it will automatically be removed as the user is no longer part of the user group.

To remove a user from a user group, follow the steps mentioned in the Removing a User section. Here, we are removing a user from the group instead of a role.