A FlexDeploy Group represents a set of global permissions defining the authority its users have. All users having membership to the group inherit its permissions. The FlexDeploy installation creates an administration group (FD Administrators), which is assigned to initial administrator user name created during registration. This group is granted full administrative privileges and is the only group which has access to create/edit groups and users.

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 Security -> Groups from the menu.

By default, all groups are displayed in the search results. To refine the search results, click the 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 Security -> Groups from the menu.

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

Creating/Editing Groups

Select Security -> Groups from the menu.

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

Enter the required Group details as described in the table below.