Located within the Admin Center, the Group Management screen is where System Admins create and manage user groups. It provides a centralized place to manage users, user groups, and the assignment of components to groups.
This article includes an overview of:
- Navigating the Group Management screen
- Adding a new user group
- Editing an existing user group
- Reviewing component access
- Adding components to a user group
- Removing components from a user group
Navigating the Group Management screen
The Group Management screen can be navigated from within Admin Center by clicking on the user group icon (). Within this screen, user groups can be created, updated, including assigning the users to user groups, and deleted.
Adding a new user group
Adding a new user group is performed by clicking the green plus button () within the Group Management screen. Clicking this will provide the pop-up seen below to enter the needed values and select the desired users.
All fields can be edited after the user group has been created, as detailed in the section below. Also, users can be added or removed from user groups from within the User Management screen.
Editing an existing user group
Clicking the name of a user group opens its configuration details.
Within this section, a System Admin can:
- Modify all fields defined during user group creation
- Add or remove users assigned to the group
User group assignments can be managed in two ways:
- From the user group configuration: add multiple users to a single group at once
- From the User Management screen: assign a single user to multiple groups simultaneously
This provides flexibility in managing group memberships based on your workflow.
Reviewing component access
The Access section of a user group can be opened by clicking the access icon (). From here, a System Admin can add or remove components assigned to the group.
This view provides a consolidated list of all components associated with a specific user group.
You can also view group assignments from within a component. The component owner and System Admin can see all user groups that the component is assigned to.
Adding components to a user group
To add a component to a user group, the component’s sharing option must be set to Group. Only components configured with this sharing option will be available for selection when assigning them to a user group.
You can also assign a component to user groups directly from within the component. This action can be performed by:
- The component owner
- A System Admin
- Any user with Manager permission on the component
From within the component, you can also view all user groups the component is currently assigned to.
Removing components from a user group
When removing a component from a user group, several validation checks are performed to ensure the action does not break existing dependencies.
In some cases, removal is not allowed. For example, if a user is actively using the component in an app they own, removing access could make that app invalid.
Example Scenario
- A connection BobConnection is created by Bob and shared with a user group.
- Jack is a member of that group and uses BobConnection in an app he owns.
- If Bob attempts to remove the connection from the user group, Jack would lose access to it.
As a result, Jack’s app would become invalid.
To prevent this, the system enforces a validation rule. The removal action is blocked, and an appropriate message is displayed, ensuring that dependent apps are not impacted.