User Groups

Overview

User groups control access to resources and data within Provider Connectivity Assurance. They enable administrators and resource owners to:

• Assign privilege levels to groups on specific resources. For example, a resource owner can allow a group to view, edit, or manage a given dashboard. See Dashboard Sharing for details.
• Grant data access permissions to groups. See Data Permissions for details.
• Organize users logically. A user can belong to more than one user group.

Create or Edit a User Group

To create or edit a user group:

1. Go to Accounts > User groups.
2. Do one of the following:
   1. In the table, select the user group to configure. The details sidebar opens on the right.
   2. Click + in the upper-right. The New user group sidebar appears.
3. Configure the parameters:
   1. Name: Enter a name for the user group.
   2. Starting dashboard: Select the dashboard users in this group land on when they sign in. If users belong to multiple groups that specify a starting dashboard, the first starting dashboard is applied.
   3. Permissions:  Assign data permissions, as well as category and metric visibility, for this user group. See Data Permissions  and Category and Metric Visibility for more information.
   4. Users: Click (Add) +, then select the users who should belong to this user group.
4. Click the check icon in the upper-right to save and apply your configuration.
   The group is now available for assigning access to resources.

Delete a User Group

To delete a user group:

1. Go to Accounts > User groups.
2. In the table, select the user group to delete. The details sidebar opens on the right. 
3. In the upper-right of the sidebar, click the ellipsis (...) then select Delete user group.
   A confirmation dialog appears.
4. Click Delete to confirm, or Cancel to keep the group.