Managing groups

Add a new group

  1. Select Security > Manage > Groups.
  2. Click Add new item .
  3. Specify a name and description for the group.
  4. Optionally, select the Assign to New Users check box to automatically include future new users.
  5. Optionally, click Assign to all existing users to add all current users.

    Adding existing users to the group is a one-time setting for this instance only. It is a long-running action. When triggered, it is sent to a background job. You can check its status on the Admin Long Running Actions page. This action can be repeated for new users added later.

  6. Optionally, to add specific users, see Managing users in groups.
  7. Optionally, associate SCIM Groups via the SCIM Groups tab.
  8. Click Save Item icon.

Import groups from CSV

To import groups from CSV you have to meet these requirements:
  • File format is CSV only.
  • Mandatory header row columns are Name, Description, and EmailId or FedId.
  1. Select Security > Manage > Groups.
  2. Click Import icon.
  3. Upload CSV file.
  4. Select Update existing distribution groups if updating existing groups.
  5. Review results shown after import.
  6. Use Download Results to review skipped entries and reasons.

Export groups

  1. Select Security > Manage > Groups.
  2. Click Export selected item(s) icon.
  3. Confirm the export in the dialog box.
  4. Download the CSV file containing groups and their users.

Copy a group

  1. Select Security > Manage > Groups.
  2. Select a group from the table.
  3. Click Copy .
  4. Specify a unique name and description for the new group.

    What gets copied:

    • Assign to New Users setting.
    • All associated users.
    • All associated SCIM groups.

    What does not get copied: Assign to all existing users setting.

Delete a group

Groups cannot be deleted if users or SCIM groups are assigned.
  1. Remove all users and SCIM groups.
  2. Select the group.
  3. Click Delete.
  4. Confirm the deletion.