Create and manage user groups

Permission description

• Super administrators and system administrators can create user groups.

• Super administrators and system administrators can manage all user groups. User group administrators can only manage the groups for which they are an administrator. These management tasks include enabling, disabling, and deleting groups, adding and removing members, and requesting, returning, and renewing permissions.

• Regular members of a user group can view users, view permissions, request new permissions, and renew permissions.

User and user group relationship

Users and user groups have a many-to-many relationship. A user can join multiple user groups, and a user group can contain multiple users.

Create a user group

1. On the Dataphin home page, choose Management Center > Member Management from the top menu bar.

2. In the navigation pane on the left, choose Account Management > User Group Management.

3. On the User Group Management page, click + New User Group.

4. In the New User Group dialog box, configure the following parameters.

   Parameter	Description
   User Group Name	Enter a custom name for the user group. The name must be unique and cannot exceed 128 characters. For example: Finance Group.
   User Group Administrator	Select one or more administrators for the user group. You can select up to five administrators. A user group administrator can edit the basic information of the group, add or remove members, delete the group, and configure permissions. By default, group administrators are members of the group and have all the permissions configured for the group.
   User Group Description	Enter a brief description for the user group. The description cannot exceed 512 characters. For example: This group is for finance personnel only.

5. Click OK.

Manage user groups

1. On the Dataphin home page, choose Management Center > Member Management from the top menu bar.

2. In the navigation pane on the left, choose Account Management > User Group Management.

3. On the User Group Management page, click the Joined or All tab to view information for the user groups, such as User Group Name, Administrator, and Is Enabled.

   • Joined tab: Displays groups where the current account is an administrator or a member.

   • All tab: Displays all user groups. The information and available operations, such as edit, delete, and view, are the same on both tabs.

4. (Optional) On the Joined or All tab, filter the list by selecting the I Manage check box, or by selecting an administrator or user group. You can also search for a user group by entering a keyword from its name or description in the search box.

5. On the Groups I Joined or All tab, you can perform operations such as Edit, Delete, and View on user groups. The following table describes the operations.

   Operation	Description
   View user group details	In the Actions column of the target user group, click the icon. On the user group details page, view the information of the members in the group. This includes the member name, how they were added, and who added them. You can also add members to the current user group from this page. For more information about adding members, see Add and manage members.
   View user group permissions	In the Actions column of the target user group, click the icon. On the Permission Details page, click the Data Table or Datasource tab to view the permission information for the user group. For more information about user group permissions, see User group permission management.
   Edit basic information	In the Actions column of the target user group, click the icon. In the Edit User Group dialog box, you can edit the User Group Name, User Group Administrator, and User Group Description. Click OK.
   Enable	You can enable a disabled user group. After you enable a group, its permissions take effect. Enable individually: In the Is Enabled column of the target user group, click the switch. In the dialog box that appears, click OK. Enable groups in a batch: In the user group list, select the check boxes of multiple user groups, or select the check box next to Selected at the bottom of the page to select all groups. At the bottom of the page, click Batch Enable. In the dialog box that appears, click OK.
   Disable	You can disable an enabled user group. Disabling individually: In the Is Enabled column of the target user group, click the switch. In the dialog box that appears, click OK. Disable groups in a batch: In the user group list, select the check boxes of multiple user groups, or select the check box next to Selected at the bottom of the page to select all groups. At the bottom of the page, click Batch Disable. In the dialog box that appears, click OK. Note After a group is disabled, its permissions become invalid. You can no longer manage its permissions, such as requesting or granting them.
   Clone	Quickly clone the basic information of a user group, including its name, administrators, and description. In the Actions column of the target user group, click the icon and choose Clone. In the Clone User Group dialog box, modify the User Group Name, User Group Administrator, and User Group Description. Click OK. Note When you clone a user group, its members and their information are not cloned.
   Delete	Delete redundant or unused user groups. To delete a single item: In the Actions column of the target user group, click the icon and choose Delete. In the dialog box that appears, click OK. Delete groups in a batch: In the user group list, select the check boxes of multiple user groups, or select the check box next to Selected at the bottom of the page to select all groups. At the bottom of the page, click Batch Delete. In the dialog box that appears, click OK. Note The permissions of the selected user groups become invalid immediately. Deleted groups cannot be recovered.

Add and manage members

On the user group details page, you can view the member list , and you can add or remove members.

Add members

1. In the Actions column of the target user group, click the icon to open the user group details page.

2. On the user group details page, click the Member List tab.

3. On the Member List tab, click + Add Member.

4. In the Add Member dialog box, configure the following parameters.

   Parameter	Description
   Add Granularity	You can add members by User.
   Username	Select one or more members by username. The member list displays all members in the current tenant. You can add up to 1,000 members at a time. You can view their information in the Member list.

5. Click OK.

Member list

1. In the Actions column of the target user group, click the icon to open the user group details page.

2. On the user group details page, click the Member List tab. The member list displays information such as Member, Account, Add Method, Added By, and Join Time.

3. (Optional) you can search for a user by entering a username or account in the search box.

4. In the Member List, you can remove members.

   • Remove a single member: In the Actions column of the target member, click the icon. In the dialog box that appears, click OK.

   • Remove members in a batch:

     1. In the member list, select the check boxes of multiple members, or select the check box next to Selected at the bottom of the page to select all members.

     2. At the bottom of the page, click Batch Delete. In the dialog box that appears, click OK.

   Note

   • After you remove a user, the user loses the permissions granted through the user group. This might affect their development work, so proceed with caution.

   • You cannot remove a user group administrator. To remove an administrator, first revoke their administrative permissions, and then remove the user.