{"id":314,"date":"2016-09-21T15:18:43","date_gmt":"2016-09-21T03:18:35","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=314"},"modified":"2023-08-23T23:32:45","modified_gmt":"2023-08-23T23:32:45","slug":"a161","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a161\/","title":{"rendered":"Add group form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Add<\/a>add menu in the top header area of the \"Contact<\/a>organisation view page<\/a>, as shown in Figure 1. Alternatively you can access the \"Add<\/a>add popup form from the bottom of the Groups<\/strong> tab at any of this same view page, as shown in Figure 2. You may also create sub-groups by selecting the sub-group icon in the \"Actions<\/a>actions column menu of the Groups<\/strong> tab, as shown in Figure 3, or from the \"Add<\/a>add menu in the top header area of the \"Group<\/a>group view page<\/a>, as shown in Figure 4.\r\n

\u00a0\"\"<\/a><\/p>\r\n

Figure 1 – Access via add menu<\/strong><\/p>\r\n

\u00a0\u00a0\"\"<\/a><\/p>\r\n

Figure 2 – Access via groups tab<\/strong><\/p>\r\n

\"add<\/a><\/p>\r\n

Figure 3 – Access via \"Actions<\/a>actions column menu\u00a0<\/strong><\/p>\r\n

\"add<\/a><\/p>\r\n

Figure 4 – Access via group add menu<\/strong><\/p>\r\n

This popup is shown in Figure 5 and is used to add a new security group<\/a> for the selected organisation<\/a>. This form is also used to add sub-groups for other groups.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 5 – Add group form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Organisation:<\/th>\r\nThis read-only<\/em> field shows which organisation this group is being added to.<\/td>\r\n<\/tr>\r\n
Parent group:<\/th>\r\nThis field is only visible when creating sub-groups.\r\nThis read-only<\/em> field shows which parent group this sub-group is being added to.<\/td>\r\n<\/tr>\r\n
Name:<\/th>\r\nEnter the name of the group you want to add, e.g. Customers. The name must be unique within your organisation.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter a short description for this new group here.<\/td>\r\n<\/tr>\r\n
Member select area:<\/th>\r\nYou can select multiple assets\/users in the non-members field (left box)<\/strong> by clicking the checkbox or using the SHIFT keys to check multiple assets\/users. These checked assets\/users will be moved to the members field (right box)<\/strong> beside it. If you want to remove an asset\/user, you can uncheck it in the non-members field (left box) or you can press the X button on the asset\/user in the members field (right box). You can also drag and drop to rearrange the order in the members field (right box).<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nIf you accidentally try to add a new group with the same name as an existing group for your organisation then you will get a warning message.\r\n\r\nOnce you are happy with your entries click the “Add group<\/strong>” button at the bottom of the form. This will add a new group with the details that you supplied.\r\n\r\nThe new group can be viewed in the Group<\/strong>s<\/strong> tab at the parent asset’s view pages, as shown in Figure 6.\"\"<\/a>\r\n

\u00a0Figure 6 – View from groups tab<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you no longer want to add a new group.<\/div>\r\n

Related topics<\/h4>\r\n