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Managing instance-level groups

Overview

Each group consists of a name, e-mail address, scope, and source. Groups can be created at the instance level and be given a project-level scope. If a group scope is not defined, the group can be viewed and used (but not modified) at the project level.

Instance-level groups can be designated as a license group. License groups allow you to control the type of license that a user holds after logging into the system. If a user does not belong to a Author or Collaborator license group, the user is automatically granted a View license. Read more about managing licenses.

Instance-level groups are managed using the Groups tab in the Instance Administration Console. When you open the Groups tab, the groups are displayed in the leftmost panel, and the group details are displayed in the rightmost panel.

Note: The Groups tab in the Instance Administration Console displays all instance-level groups and all project-level groups in the instance. Instance administrators can create, modify, and delete all instance-level and project-level groups.

The Groups tab looks like this:

Understanding the Groups Tab

The Groups tab is accessible from both the Instance Administration Console and the Project Administration Console, but your ability to perform certain operations differs slightly depending on whether you are an instance administrator or a project administrator.

The left side of the Groups tab provides you with a table containing the following columns of information about each group:

After you select a group from the table, the group details are displayed on the right side of the page, including the list of group members. The group members are displayed in a table with the following columns of information about each member:

Tasks

Creating instance-level groups

Learn More

Managing project-level groups

Instance Administration