Access Groups

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What are Access Groups?

Access Groups provide a simplified way of managing the access permissions of several users. The way they work is simple: Access Groups have permissions assigned to them, and adding a user to a group gives the user the permissions of the group.  

Groups are managed from the Access Groups page, which is found under the Management section of the navigation menu. You can create, delete, and update groups from this page, as well as add or remove users from each group. Users can belong to several groups at once. A user who belongs to two Access Groups will have all the access privileges of each group. 

Please note that you cannot edit the permissions of a group from the Groups page. Where you configure the permissions that each group has depends on whether you want to manage Default Access or installation-specific access of a group. Keep reading to learn more about the difference between these types of access.

Default Access vs. Installation Access

Access Groups can have default access and installation-specific access privileges assigned to them.  

Groups with Default Access will have access to every installation created after default access was granted. For example, if you have a group called Alerts that has the ‘receive alerts’ default permission assigned to it, every user in the Alerts group will be able to access alerts for every installation that is created after the group was given default access. Default access is managed from the Default Access page under the Management section of the navigation menu. Please see our article on Default Access to learn more. 

On the other hand, installation-specific access is applied to one installation at a time and can be configured from the Access page for each installation. It allows for more precise control over installation access. Groups can be assigned access to installations, granting every user in the group access to these installations.

Enjoy Efficient Client Management with Access Groups

Access Groups are great for managing access for several clients. Let’s say you have a client called XYZ which has several users.  

  1. Create Dedicated Group: For a client like XYZ, set up an Access Group named "XYZ Group".
  2. Assign Users: Link all XYZ Company users to the XYZ Group.
  3. Set Up Installation Access: Grant the XYZ Group access to all XYZ installations.
  4. Enjoy Easy User Onboarding: For new XYZ users, quickly add them to the Access Group via the User creation page. 

This approach makes it easier to enforce consistent access to your installations and simplifies the process of creating new users. 

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