Manage security groups from web UI

This topic provides details on how to manage security groups from web UI.

Note: You can also manage security groups in the workbench. For details, see Create security groups in workbench.

Create a security group

Create a security group, add members to the group, and link access grants to the security group.

To create a security group:

  1. Click the Administration button in the masthead.

  2. From the Administration menu, select Sys Admin > Security Groups to open the Security Groups page.

  3. Click Add at the top.

  4. In the Add Security Group window, the Basic Information section, complete the following fields:

    Field Description
    Name Name of the security group.
    Reference Code

    Use the system-generated code or provide a new one. The reference code is used to identify the security group across all the languages used in you PPM implementation.

    The reference code value must be unique across all languages. Use capital letters and ASCII characters. Do not start with an underscore (_), and do not use any of the following special characters:

    ~!@#$%^&*()+}{":?><`-=]['''';/.,',

    Enabled

    To enable this security group, select Yes.

    Only enabled security groups are available for use.

    This security group will be used by

    Select the PPM entities that can use this security group. Options include Requests, Projects, and Time sheets.

    For descriptions for these options, see Step 6.

    Description Describe the purpose of the security group.

  5. In the Users section, do the following to add members to the security group:

    1. Click Add.
    2. Select one or more users.
    3. Click OK.

  6. In the Linked Access Grants section, link access grants to the security group:

    1. Click Add.

    2. Select one or more access grants.

      Access grants enable certain functions performed in PPM. For details on access grants, see Access grants.

    3. Click OK.

  7. In the Ownership section, specify who can edit, copy, and delete this security group:

    1. To allow all users that have the Edit Security Groups Access Grant to edit the security group, select the All users with the Edit Security Groups Access Grant option.

    2. To allow users from specific groups to edit the security group, do the following:

      1. Select Only groups listed below that have the Edit Security Groups Access Grant.
      2. Click Add.
      3. Select the one or more security groups and click OK.

  8. Click Add to create the security group.

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Copy a security group

You can also create a security group by copying an existing one.

To copy a security group:

  1. On the Security Groups page, select the security group you want to copy.

  2. Click the Copy button.

  3. In the Copy Security Group window, enter the name and reference code for the new security group, and then click OK.

    The new security group is created and automatically selected for edit.

  4. To edit the new security group, click the Edit button in the Security Group: <Security group name> page and make necessary changes.

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Edit or delete a security group

This section describes how to edit the information of a security group.

To view and edit a security group:

  1. On the Security Groups page, select the security group you want to view or edit. The Security Group: <Security group name> page opens in the right pane and displays the details of the security group.

    You can also search for the security group by using filters. For details, see Filter security groups.

  2. To edit a security group, click the Edit button in the top-right corner of the Security Group: <Security group name> page, make necessary changes, and then click Save.

    For the field descriptions, see Create a security group.

To delete a security group:

  1. Select the checkbox before the security group you want to delete.
  2. Click the Delete button.
  3. Click Delete to confirm.

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Filter security groups

You can filter security groups based on some provided criteria.

To filter security groups:

  1. From the PPM menu, select Open > Administration > Workbench > System Admin > Security Groups.

  2. On the Security Groups page, click the Filter groups button to open the Filter pane.

  3. In the Filter pane, provide values in any combination of the following filter fields and then click Search.

    Filter field Description
    Enabled Filters security groups that are enabled, disabled, or both.
    Name Filters security groups whose name starts with the specified keyword.
    Description Filters security groups whose description starts with the specified keyword.
    User Filters security groups that include the specified user.
    Access Grant Filters security groups that are linked to the specified access grant.

    The page returns the security groups that meet the filter criteria.

  4. To remove the filter criteria, click , and then click Clear All and Search.

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See also: