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Working with Groups

Users and Groups are managed from the Admin area, under the Users tab. The Users tab contains three sub-tabs: Users, Groups, and Chart View. 

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When viewing the Groups List, the following is shown:

• Selection checkbox: The checkboxes on the the left side of the user may be used to multi-select groups to delete
• Name: The group name. Click on the name to view group details.
• Enabled: Whether a group is enabled
• Users: The number of users associated with the group
• Processing: While group edits are being processed, an indicator will show under the processing column until changes have been propagated throughout the instance
• Custom Nav: Whether a group has a custom navigation enabled
• Gear Icon (Action Menu): Right Click on the gear icon (or anywhere on the user row) to open the action menu for the group

Groups List View Options

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Items per page

Select the "items per page" filter to limit the number of groups displayed at one time. Any additional users will be displayed on following pages.

Search

Filter the list for a specific group name by typing all or part of the name in the search box.

Sort

Sort columns into ascending/descending order by clicking on the column header for any column with an up/down arrow (⇅)

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A Group has four elements associated with it: 

• Users: The Users that are assigned to the group, and will be limited by the selected permissions.
• Resources: Resources access may be set to Global TLR (applies to all resources), or to the level of individually selected resources. 
• Functional Area: The ProVision functional area (IPAM, Resources, Peering, etc) for the selected resource(s) that permissions are set under. 
• Permission Level: Create, Read, Update, and Delete (C/R/U/D) permissions may be set under each functional area for each resource selected. 

In the example above, the group “MyGroup” allows the users Bob Smith and Jane Doe to only read IPAM and DNS data for the Resource  “Awesome Co”.

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Working with Groups

Create a Group

New groups can be created by administrators by clicking the green "Create Group" button at the upper right of the Groups page.

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The following fields are available to use:

• Group Name: Enter in the desired group name
• External ID: External Group name / ID for correlating ProVision's Group Name with external servers (such as SAML / Azure) that have a non-customizable group ID
• Enable Toggle: Toggle on/off to enable or disable the group
• Comments: Freeform text comments on the group

Add in the name of the new group, at minimum, and any other desired fields.

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The Resource will be added to the permissions list, where you may select the functional areas and specific C/R/U/D permission that you want accessible for each area.

You may select all C/R/U/D permissions by clicking the checkbox in the upper corner of a permissions box you can select all the checkboxes in that section. 

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After adding the group, you can add users to the group by selecting the group when editing a user account or from the "Manage Users" section when editing a group.

Edit a Group

To edit a group's information click on the Action Menu (gear icon) for the group and select "Group Details" or click on the group name.

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Remember to hit "Save" when done.

Manage Group Users

To add or remove users from the Group Details page, click the "Manage Users" button in the Group Users section.

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Users added to a group are listed in the Group Users section. Click the arrow next to a user name to go to the User Details screen.

Delete a Group

To remove a group from the Groups list, click on the Action Menu (gear icon) for the user and select the "Delete group" option. 

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Customize Group Navigation

Admins can select which tabs and subtabs are viewable to users based on their assigned user groups. From the Group Details page, select "Custom navigation options" at upper right.

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