Manage users
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      Manage your user groups

       

      Typically a user group is a collection of users with some common characteristics or purpose and can consist of any number of users. You might have a user group for each team and department in your organization, or just people with the same interests.

      Who can do this? Platform site Admins.

      Types of user groups

      • Manual: Each user is added and removed from the group manually.

      • Smart: Users are added to the group automatically based on attributes from their profile fields.

      • SSO: Users are added to the group automatically based on their SSO Group ID in your organization's active directory.

      Note: To use Smart or SSO groups, you’ll need to have SSO enabled and configured on your platform. If you’re not using SSO but would like it set up, please contact our support team at support@wazoku.com.

      Create a Manual group

      1. Go to your platform home page.

      2. Select Settings > Admin Panel > Groups.

      3. Click Create Group.

      4. Enter a name for the group.

      5. Under Group Type, select Manual.

      6. Enter an existing user's name or email address and select them from the list.

      7. Click Save.

      Note: You can't add pending users to a group.

      Create a Smart group

      1. Go to your platform home page.

      2. Select Settings > Admin Panel > Groups.

      3. Click Create Group.

      4. Enter a name for the group.

      5. Under Group Type, select Smart.

      6. Under Available only in selected Co-creation Community, select Yes if you want the group to only be available in a specific Community, and then select the Community.

      7. Under Set membership rules, configure a property to decide how users are automatically added to the group based on the selected property value.

      8. Click Save.

      Tip: You can use the And/Or options to add additional properties to your group membership rules.

      Create an SSO group

      Before you start

      Before you create an SSO group, there are a few things to know:

      • You will need permission to set up user groups in your Active Directory.

      • Make sure your claim is set to GroupID and the SAML group is set to "role" (e.g. http://schemas.microsoft.com/ws/2008/06/identity/claims/role).

      Create an SSO group

      1. Go to your platform home page.

      2. Select Settings > Admin Panel > Groups.

      3. Click Create Group.

      4. Enter a name for the group.

      5. Under Group Type, select Manual.

      6. Under SSO Group ID, enter the SSO Group ID of the corresponding group in your Active Directory.

      7. Click Save.

      Note: If you have the SSO Group created in your Active Directory and on the Wazoku Platform, users will appear automatically in the group when they next log in.

      Tip: To make changes to an existing Manual group with an assigned SSO Group ID, you need to update the SSO Group ID and save the changes.

      Edit a user group

      1. Go to your platform home page.

      2. Select Settings > Admin Panel > Groups.

      3. Click Edit next to a user group.

      Delete a user group

      1. Go to your platform home page.

      2. Select Settings > Admin Panel > Groups.

      3. Click Delete next to a user group.

      4. Click Confirm.

      See also