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Creating or modifying a user group

A User Group categorizes a group of users who need to perform the same tasks. You can select specific Publications to which group members will have access. You can also define a group hierarchy by making one group a member of one or more other groups.

Before you begin

The following rights and privileges are needed to complete this task:

  • To modify user groups in any way, you must be a member of a group with the System Administrator Privilege.
  • To determine Publication Scope for any Publications, you must have Publication Management and Permission Management rights in those Publications.

Procedure

  1. Access the Content Manager Explorer website.
  2. Go to Administration > User Management > Groups.
    Content Manager displays a list of all existing user groups.
  3. In the list area, do one of the following:
    • To create a new group, right-click anywhere in the empty space, and select New Group.
    • To modify an existing group, double-click the group to open it for editing.
  4. On the General tab, you can define the following:
    Name
    A name that is unique in Content Manager and that will appear only within the Groups area.
    Display Name
    An alternative name of the group, which is how you want it to be displayed elsewhere in the system.
  5. Optional: On the Privileges tab, you can select the various privileges that you want to give to all group member.
  6. On the Member Of tab, you can manage the current group's membership in other groups.
    OptionDescription
    Add the current group to another groupClick Add and select a group.
    Remove the current group as a member of another groupSelect an group from the list on the left, and click Remove.
    Define specific Publications in which you want the membership to applyIn the Membership Scope for Rights and Permissions pane, deselect All Publications and select the Publications in which you want membership to apply. (The default is for it to apply to all Publications.)
  7. On the Member tab, you can view all the users and other user groups that are members of the current group. This include groups that are managed in an external identity provider (IdP) and mapped to this group in Content Manager.
    OptionDescription
    View or edit a member user or groupIn the Users and Groups pane, select a member user or group and click Edit. The member user or group opens in a new browser tab where you can view or edit the items details.
    View the Publications scope for a member user or groupIn the Users and Groups pane, select a member user or group. The Membership Scope for Rights and Permissions pane displays all the Publications in which the member user or group has rights and permissions.
    Map the group to an external group or some other claim in an external IdPIn the Group Mapping Configuration pane, click Add. On the window that appears, select the IdP and define the claim type (such as "groups") and a value for the claim. If using Access Management for authentication and access management, refer to the related topic on mapping Content Manager groups to claims forwarded by Access Management.
  8. On the Group Visibility tab, you can select specific Publications in which this Group is visible and configurable. In any Publication not selected in this tab, the Group has no rights or permissions. Selecting All Publications means that the Group is visible and configurable in all Publications, including Publications that will be added to the system in the future.
  9. When finished, click Save and Close.