Groups

Applies to: Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

A group is a set of authenticated users, classified by common traits such as job title. Groups are used to manage data access—for example, you can set up a group to control access to HR data.

Additionally, you can set up file-level permissions to control access to underlying data.

Creating and managing groups

You can create, edit, and delete groups. When a user is a member of more than one group, their effective role is the highest role assigned to them. For example, if a user is assigned the End User role directly but added to a group with the Designer role, they are effectively a designer. When you look at their user details, the effective role is listed near their assigned role. For example, “Effective role is Administrator from group Automation.”

Note

Groups that are imported from LDAP show up in the list of available groups, but you can’t make any changes to those groups. Those groups are shown but dimmed and unavailable for selection.

To add a group, perform the following steps.

From the Toolbox, select Setup, then Groups.
Or from Quick Links, select Setup users and groups.
Click the Add Group button, which is the plus button (+) next to the Groups column name.
Enter the group name, select one or more roles, and add an optional description.
Click Save.

To add users to a group, perform the following steps.

From the Toolbox, select Setup, then Groups.
Type the name of the group into the Search box to quickly find it, then select it.
Or click a group name from the list shown.
Select users from the Available Users column and drag them to the Selected Users column or use Search to find a user name.
Click Save. A success message is displayed.

The group you have created is added to the Groups list. Go to Setup > Groups.

To edit groups, perform the following steps.

From the Toolbox, select Setup, then Groups.
Type the name of the group into the Search box.
Select the group you want to change.
Change the group name or description.
Add or remove members as desired.
Click Save.

To delete groups, perform the following steps.

From the Toolbox, select Setup, then Groups.
From the list of groups, right-click the group name, and select Delete.
Click Delete to confirm.