Group Management

Effective group management is crucial for maintaining organized and secure access control within SyncNow. Below are the detailed steps for creating groups, adding users to groups, and assigning privileges to groups.

Creating a Group

To create a new group in SyncNow, follow these steps:

1. Navigate to the Groups Page

   • Access the "Groups" page from the main menu.

2. Press the Add Group Button

   • Click on the "Add Group" button to initiate the process of creating a new group.

3. Input Required Information

   • Provide the necessary details for the new group, including:
     • Group Name: A unique name for the group.
     • Description: (Optional) A brief description of the group's purpose or function.
   

4. Save the New Group

   • Once all required information is entered, click the "Save" button to create the group. The new group will now appear in the groups list.

Adding a User to a Group

To assign users to a group, follow these steps:

1. Navigate to the Groups Page

   • Access the "Groups" page from the main menu.

2. Press the Edit Button

   • Locate the group you want to modify and click the "Edit" button next to the group's name.

3. Select the Users Tab

   • In the Edit Group dialog, go to the "Users" tab to manage group memberships.

4. Add Users to the Group

   • Start typing the name of the user you wish to add. The system will display a list of matching users.
   • Select the desired user from the list.

5. Save Changes

   • After selecting all users to be added, press the "Save" button to update the group’s membership.

Adding Privileges to a Group

To assign privileges to a group, follow these steps:

1. Navigate to the Groups Page

   • Access the "Groups" page from the main menu.

2. Press the Edit Button

   • Find the group you want to modify and click the "Edit" button next to its name.

3. Select the Privileges Tab

   • In the Edit Group dialog, go to the "Privileges" tab to manage the group's permissions.

4. Assign Privileges

   • Set the desired privileges for the group. Refer to the Privileges page for detailed descriptions of each privilege. Some common privileges include:
     • Allow All: Full access to all features.
     • Report Viewer: Access to view dashboards and reports.
     • Status Viewer: Permission to view system statuses and errors.
     • System Connector Editor: Ability to manage system connectors.
     • And more as described in the Privileges documentation.

5. Save Changes

   • Once the appropriate privileges are selected, press the "Save" button to update the group's permissions.