Navigate to Directory > Groups to see an overview of all the groups within your organization's HelloID environment. To search for a group, use the search bar or scroll bar. The "Marketing" group has been searched for in this example.
How to Manage Groups
1. All group management actions are listed under the Actions column. Clicking one of the following links will navigate to the respective management window:
- Self service categories
- Application categories
Editing a Group
Click Edit under the Actions column to display an overview of the group.
In the Edit window, an admin can change the following:
- Enabled (toggle)
- Default (toggle)
- Enable QR-Codes (toggle) or Export
- Manager (type, dropdown list, or unassign)
The Source cannot be changed and is set according to whether the group is local within HelloID or synchronized from the Active Directory (AD). Learn more about these settings here.
Navigate to other management windows by using the action buttons at the bottom of the Edit window. These links navigate to the same management windows as those on the group overview page under the Actions column.
For this example, click the Users button to navigate to the user management window.
For this example, there are currently no users in the "Marketing" group. Click the Add Users button to add new users to this group.
There are two options for adding new users to a group: Add Selection or Add All Users. Add Selection will add only those users who have been selected from the list. Add All Users will add all users to the group.
Remove Selection will remove only those users who have been selected from the list. Remove All Users will remove all users from the group. Click the Back button to return to the Edit window for the managed group.
Managing Applications, Groups, Products, Self Service categories, Application categories, Reports, and Delegated forms follows the same process as adding a user.
Click the Save button to confirm changes.
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