Create group

Create a permissions group for the SessionM Platform. A groups contains a set of access rights to modules in the platform. When you add a user account to a group, the user inherits those access rights.

About this task

Accounts and roles come together in a group. They are both important parts of a group. So, before you begin creating a group, make sure that the accounts and roles you need to define the group have been created. Groups allow you to control an account’s access levels. When you add an account to a particular group, all the permissions, or roles, of that group are applied to the account.

Group permissions are added to any permissions individually set for the user, so you can use both methods for setting account access.

Steps

1. On the Admin & Rights 2.0 dashboard, under Management, click Groups.
2. From the All Groups page, click Create Group.
3. In the New Group modal, specify a name and a display name for the group. Then click Save. The new group displays.
4. If you want to add accounts to the group at this time, click in the Membership section and then select the group members, or accounts, from the drop down list that displays. You can also choose to not add members at this time and instead select a group during the process of creating a new account.
5. Click in the Assignment section and then select the roles to which the group members have access. Each role reflects the actions users can take for a specific part of the system.
6. Click Save.

Once saved, the group is created and the platform users within it are assigned their module access rights, as defined by the group’s role assignments.