When you have located a Security Group, click it and the details will appear in a drawer on the right hand side. Details can be maintained directly in the tree.
By clicking the icon , it is possible to create a copy of the selected security group, a modal will open where you enter the name of the copy.
By clicking the secondary actions icon , the following actions will be possible,
Edit Security Group Name
Delete Security Group
Filters can be used to locate security roles in the tree.
1) Open the Security Groups module in the Setup section.
2) Click Create Security Group in the top right corner.
3) Fill in the security group name, and select the wanted roles from the tree.
4) Click Create.
Within the modal, you can find a quick filter to easier navigate the tree.
Depending on your access permissions the list of Security Groups might not be visible.
Open the Security Groups module in the Setup section.
There are several sorting and filtering options available to narrow down what you include in the list view.
In the Aliases Tab you can set Aliases to easily synchronise Security Groups and Business Units
To reach the Aliases Tab open a security group drawer and go to to the 2nd tab.
Here you will see a list of the Aliases created and if you have admin permissions you will be able to create more by clicking on the + symbol.
Once selected the business units will appear each time this Alias is selected
Now each time this security group is assigned to a user (both new and existing) the business units attached to the Alias for this security group will be assigned to that user. Please note the user must log out and log back in for the change to take effect in their browser.
Once an Alias is created you will be able to assign Business Units to it using the drop down menu for each Alias when you click on the "Business Unit" input field.
Once selected a drop down menu with all the existing business units will open where you can select one or many business units.
