Creating New Certify Groups

To manage users, you can create and configure a user group. A Certify group is a collection of users that perform particular tasks or have privileges to access certain functionality in Certify. You must have administrator permissions to create new groups.

If you are not using Worksoft single sign-on (SSO) authentication, Certify administrators create users and groups within Certify.

If you are using SSO authentication, administrators create users and groups in the Worksoft Portal. For more information, see Adding Users in Worksoft Portal and Adding Groups in Worksoft Portal.

To create groups in Certify:

1. In the Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Navigation pane, right-click Groups and select New Group.

The New Group dialog opens.

3. Enter the following information in the text fields:

   Name	Description
   Name	Enter the name of the group. Group names can have a maximum of 200 characters. Special characters and numbers are allowed in names.
   Description	Enter a description for the group. Descriptions can have a maximum of 2048 characters. Special characters and numbers are allowed in names.

4. Right-click in the Current Users in Group field and select Add User to Group.

The Select User dialog opens.

5. Select one or multiple users to add to the group. For multiple users, press the <Ctrl> key while selecting each user. For a range of consecutive users, press the <Shift> key when selecting the range.
6. Click OK.

The New Group dialog is updated with your selections.

7. Click OK.

The new group is created and listed under groups.

Add permissions for the new group by selecting the group in the Groups Summary pane and clicking the Permissions tab. New groups have no permissions predefined by Certify. For information about creating group permissions, see Assigning Permissions.

To edit name and description:

1. In the Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Navigation pane, click Groups.
3. In the Groups Summary pane, right-click on a group and select Edit.

The Edit Group dialog opens.

4. Edit the needed information.
5. Click OK to save your changes.

To delete a group:

1. In the Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Navigation pane, select Groups.
3. In the Groups Summary pane, right-click the group you want to delete and select Delete.

The Confirm Delete dialog opens.

4. Click Yes.

The group is deleted from the Certify system.

 

Related Topics