Manage User Group Membership using Profiles

Overview

The most efficient way of managing which Users are included in a User Group is to define Profile-based criteria. This is best practice because it automates the management of User Group management. Each time a User is modified they will be added to User Groups they now match and removed from User Groups they no longer qualify for.

This is the best practice approach to managing User rights.

Before You Begin

You must have previously created a User Group before you can assign users to it.

 Log into PRM Admin with userTask Level 3 rights and adminTask Level 1 rights or greater.

How to Manage User Group Membership using Profiles

1. Navigate to Administration > User Groups.
2. Select the desired User Group from the drop-down list.
3. Click Assign Profiles to Groups from the menu bar.

   Figure: Initial User Groups screen. Red square shows the Assign Profile to Groups button.

   
   

    

   This will refresh to display a new screen with four fields. You can change the selected User Group if desired. Any conditions defined in this screen will be applied to the selected User Group.

   Figure: Profile Assignment Screen with a selected User Group.

   
   

   

4. Select the Profile that you want to use as a selector for this User Group.
5. Select the Condition that you want to evaluate. This will be auto-populated with the Attributes associated with the selected Profile.

   Figure: Example of an auto-populated condition displayed after a Profile and Condition are selected.

   
   

    

6. [Optional] You can refine the selection by adding other conditions. To do this, click Customize Condition and repeat steps 5 and 6. The new condition will be added using the AND logical operator. You can replace this with OR or NOT as appropriate.
7. Click Update to save the new condition.