Managing Groups

Besides adding and managing individual user accounts you as an Organization Administrator can also add and manage users from your Automation Hub instance through User Groups if you have already defined them in Automation Cloud.

Please check the Managing Users page for more details about the User Groups in Automation Cloud.

Adding Groups

To add a group to the Automation Hub tenant please follow the below steps:

1. Access Admin Console > Manage Access > Assign Roles > Groups.

2. Click Add Group.

   
   

   

   
   

3. The Add Group form is displayed. Use the Search option to find the Automation Cloud group you want to add.

   Note:

   • All the groups defined in Automation Cloud are searchable and can be added to the Automation Hub instance.
   • Groups already added are grayed out.
   
   

   

   
   

4. Set up the following details for the group :

   • Description - Allows you to add a relevant description to the added group, so you can identify it quickly in the group list.

   • Role(s) and Collaborator Role(s) as defined in Automation Hub.

     
     

     

     
     

5. Click Save.

   Note:

   • The Save option is not available until you complete all the information marked as mandatory in the Add Group form.

Note: When a group is added to Automation Hub, there is no e-mail sent out to any of the users. This allows companies to decide when they want to announce users by sending them personalized e-mails.

Editing Groups Parameters

To edit group parameters from the Automation Hub instance Groups list please follow the below steps:

1. Access Admin Console > Manage Access > Assign Roles > Groups.
2. Select the group's row.

3. The Edit Group form is displayed. Apply the necessary updates.

   Note: You can edit the Group Description, assigned Roles, and Collaborator Roles as well as the related Categories.
4. Click Save.

Deleting Groups

To delete a group from the Automation Hub tenant Groups list please follow the below steps:

1. Access Admin Console > Manage Access > Asign Roles > Groups.
2. Select the group's row.
3. The Edit Group form is displayed.
4. Scroll down to the bottom of the form. Click the Delete button.
5. A pop up requesting your confirmation is displayed. Click Confirm to complete your action.