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Before creating any groups, it is recommended to spend the time to determine the granularity of roles required by your company so you will have the appropriate security in place when you begin onboarding users.

Searching Groups

Select Administration -> Security -> Groups from the menu.

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By default, all groups are displayed in the search results. To refine the search results, select one or more criteria options and click the Search button. Select the Any radio button to indicate the search results should include groups matching any of the specified criteria, or select the All radio button to indicate that the search results should only include groups matching all of the specified criteria. Click the Reset button to clear the search criteria form filter icon on a column. You can click column names to sort. The usual saved query support is available as well.

Viewing Group Memberships

Select Administration -> Security -> Groups from the menu.

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To view the users who are members of a group, select click the group and click the Group Membership button actions icon and choose View Members.

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Creating/Editing Groups

Select Administration -> Security -> Groups from the menu.

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To create a new group click the Create button or copy an existing group by clicking the clone the actions icon next to a group namein a group’s row and choosing Copy. To edit an existing group, select that group and click the Edit button.

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Field Name

Required

Description

Group Name

Yes

The name of the group.

Description

No

A description for the group.

Active

Yes

Whether the group is active or not. Defaults to "Yes".

Created On

N/A

The date and time the group was created (read only).

Created By

N/A

The user who created this group (read only).

Updated On

N/A

The date and time the group was last updated (read only).

Updated By

N/A

The user who last updated this group (read only)Admin Group

Yes

Should this group have full admin rights to all of FlexDeploy?

Other permissions are granted later.

Global Permissions

Global Permissions define the authority a group (and its users) has for the various objects within FlexDeploy. The FlexDeploy Administrator has all privileges across the FlexDeploy system. To designate the group as a FlexDeploy Administrator, select the FlexDeploy Administrator checkbox. Additionally, few permissions are only available to FlexDeploy Administrator users, like setting up Security details (users, groups, realms etc.).

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