User Group Administration

Learn how to administer Policy Manager group accounts including adding and modifying a new user group, managing groups, and managing roles and privileges for user groups.

Location: Security > User Groups section of the Policy Manger Management Console.

Security (Home) User Administration

Supported Platforms: 7.0 and greater.

Table of Contents

  1. Perform User Group Search
  2. Add User Group
  3. Modify User Group
  4. Delete User Group
  5. Manage Users

Perform User Group Search

Query Policy Manager to target user groups that require administration.

Note: The security administration search options are case sensitive. When performing security administration and initiating a search using any of the security search options, search criteria must match the casing conventions used for each security option (users, user groups).

  1. Go to Security > User Groups.
    All user groups that are currently defined for the selected domain are displayed.
  2. Apply filters:
    • Filter by Group Name—Filter search results based on the "Group Name."
    • Filter by Domain—Use the drop-down list to filter search results by domain.
    • Match Type—Use the drop-down list to apply a match type to search criteria entered in the "Name" field. Choose either "Contains" or "Exact Match."
  3. Click Filter.

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Add User Group

Launch the User Group Wizard

  1. Go to Security > User Groups.
  2. Click Add User Group. The Welcome to the User Group Wizard screen displays.
  3. Click Next. The User Group Information screen displays.

Define User Group Information

  1. Enter account information into the Details section:
    • Group Name—Required.
    • Description—Optional.
  2. Click Next
    The Users Information screen displays where you can apply filters in the Users Options section to search for Users to add to the current user group definition. Users matching your selections display in the Results section of the screen.
    • Add all users from Domain [x]—Select a local or external domain from the drop-down list. All its users will be added to the User Group.
    • Search for Users—Search for Users or User Groups by Attribute (Name or Full Name), Match Type (Exact or Contains), Value (Free form text), and Within (Select a Domain).
  3. Click the check box or boxes for any users you wish to add to the group.
  4. Use the double arrow buttons to add or remove users (pointing right and left respectively) from the Users Assigned [to the group] section. Note: In both the Results and Assigned Users screen areas, all options can be selected by clicking the Full Name check box.
  5. Click Next.
    The Confirmation screen is displayed, providing a summary of the user group configuration.
  6. Review all information to ensure that your user group definition includes the desired configuration elements.
  7. (Optional) Update user group settings by selecting a maintenance option on the User Groups Summary screen.

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Modify User Group

  1. Go to Security > User Groups. The User Groups Summary screen displays.
  2. Click Modify User Group. The Modify User screen displays.
  3. (Optional) Enter a new name for the Group.
  4. (Optional) Enter a new description for the Group.
  5. Click Apply.

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Delete User Group

  1. Go to Security > User Groups. The User Groups Summary screen displays.
  2. Select a User Group by clicking on its row in the displayed list.
  3. Click Delete User.
  4. At the confirmation message, click OK.

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Manage Users

  1. Go to Security > User Groups.
  2. Perform a User Group Search.
  3. Select results of the search by clicking on them.
  4. Click Manage Users. The Manage Users screen displays, where you can search for Policy Manager user accounts and then assign them to the selected user group(s).
  5. Apply filters in the Users Options section to search for users to to add to the current user group.
    • Add all users from Domain [x]—Select a local or external domain from the drop-down list. All its users will be added to the User Group. Users matching your selections are displayed in the Results section of the screen.
    • Search for Users—Search for Users or User Groups by Attribute (Name or Full Name), Match Type (Exact or Contains), Value (Free form text), and Within (Select a Domain).
  6. Click the check boxes next to any users you wish to add to the group.
  7. Use the double arrow buttons to add or remove users (pointing right and left respectively) from the Users Assigned [to the group] section. Note: In both the Results and Assigned Users screen areas, all options can be selected by clicking the Full Name check box.
  8. Click Next and Finish to confirm.
  9. Click Apply.

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