Assigning Roles to User Groups

In this article, we demonstrate how to add user groups to a role. We are using an existing role Administrators Only.

To assign user groups to existing roles, follow these steps:

  1. Under the Members tab, in the Users list, click Edit User(s).

    For information about the Require all groups option, see the All Groups Requirement topic.

    Adding groups to role membership
    Editing List of Groups in Role Members
  2. The Role Assignment modal window for groups appears.

    Managing group membership in roles
    Managing Group Membership in Roles
  3. There are several options for adding groups to role membership:

    • Search

      If you have a long list of groups in the Members section, use the Search box to match group names, select them from the sub-list, and then click Add to move them to the right side of the modal window. Click Apply.

      Using Search to Assign the Group to Role Members
      Using Search to Assign the Group to Role Members
    • Select

      In the Members section, select the groups to assign to the role and click Add to move them to the right side of the modal window. Click Apply.

      Using Simple Select to Assign the Group to Role Members
      Using Simple Select to Assign the Group to Role Members
    • Select All

      To assign all groups to Members, select All to get all group names, and then click Add to move them to the right side of the modal window. Click Apply.

      Select all Groups to Assign to Members
      Select all Groups to Assign to Members
    • Adding Externally Defined Users; LDAP Authentication

      For convenience, the Role Assignment interface supports adding into the list of assignees user goups that are not stored locally. For example, known groups available through LDAP authentication may be added in this manner.

      Enter the new group name, and click Add. After the new group name appears in the Members section, select it and click Add to move the new group to the right side of the modal window. Click Apply.

      Adding New Groups in Role Assignment Modal
      Add New Groups in Role Assignment Modal
    • Remove

      To move groups out of Members, select the group(s) on the right side panel, and then click . Click Apply.

      Select all Groups to Remove from Members
      Removing Groups from Members
  4. The list of groups assigned to the role appears in the Role: Administrators Only interface, under the Members tab.

    Click Save. A confirmation of role update appears briefly on the screen.

    Result of Assigning Groups to a Role
    Groups Assigned to a Role