Assign Users to Groups

Depending on your installation/migration scenario and security configuration, you may already have the required users, and they may already be assigned to the correct groups.

To continue our example, we show how to create new users and assign them to the groups. Appropriate group membership automatically endows the user with the required role.

The following steps demonstrate how to create the necessary users and assign them to user groups in ArcViz.

  1. On the main navigation bar, click , the gear icon, and select Users & Groups.
  2. In the Manage Users & Groups interface, click New User.
  3. In the New User modal window, enter the following information:

    • Name: John_Marketing
    • Password: password of your choice.
    • Permissions: Select Normal user.
    • Under Groups tab, select Data Admin and Marketing. Click Add to move these groups to the right column, and then click Save.

    Note that in this process, we will not assign users to roles directly, but through the group membership only.

    Creating a new user, and assigning group membership
  4. Repeat the previous steps to create new users and assign groups to them, according to the following information. This is a minimal set of users that 'populates' each role. We can obviously have multiple users assigned to the same groups.

    Users and their group assignments
    Role Name Assigned groups
    John_Marketing
    • Data_Admins
    • Marketing
    Kate_Marketing
    • Analysts
    • Marketing
    Lauren_Marketing
    • Visual_Consumers
    • Marketing
    Adele_Sales
    • Data_Admins
    • Sales
    Beyonce_Sales
    • Analysts
    • Sales
    Cher_Sales
    • Visual_Consumers
    • Sales
    Xuong_Operations
    • Data_Admins
    • Operations
    Yoneda_Operations
    • Analysts
    • Operations
    Zariski_Operations
    • Visual_Consumers
    • Operations
  5. After completing these steps, check the list of users, and notice that it shows the assigned roles. This is because we completed the group-role mapping already, as described in Assign Groups to Roles.

    Each role has two groups