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Group Management

Effective group management is crucial for maintaining organized and secure access control within SyncNow. This page provides step-by-step instructions for creating groups, adding users to groups, and assigning privileges to groups.

➕ Creating a Group

To create a new group in SyncNow:

  1. Navigate to the Groups Page
    Access the Groups page from the main menu.

  2. Press the Add Group Button
    Click the Add Group button to start creating a new group.

  3. Input Required Information

    • Group Name: Enter a unique name for the group.
    • Description: (Optional) Add a brief description of the group's purpose.
    Creating Group

  4. Save the New Group
    Click Save to create the group. The new group will now appear in the groups list.

👤 Adding Users to a Group

To assign users to a group:

  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 Users Tab
    In the Edit Group dialog, go to the Users tab.

  4. Add Users to the Group

    • Start typing the user's name. Matching users will appear in a list.
    • Select the desired user(s) to add.

  5. Save Changes
    Click Save to update the group’s membership.

🛡️ Assigning Privileges to a Group

To assign privileges to a group:

  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.

  3. Select the Privileges Tab
    In the Edit Group dialog, go to the Privileges tab.

  4. Assign Privileges

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

  5. Save Changes
    Click Save to update the group's permissions.

Tip:
Use groups to efficiently manage permissions for multiple users and ensure secure, scalable access control in SyncNow.