Organize Users into Groups

User Groups are useful because you can:

• Create a group of users based on Organizational unit or Security Group data if using a directory source such as Active Directory as the Network Type, taking advantage of existing network structure
• Automate the addition of new user accounts including assignment of tracking profiles and default roles. Refer to Import the User List.
• Make modifications to security or user privileges for an entire group of users at once.
• Run reports based on user activity per group.

The following tasks may be required when working with User Groups:

• Create a New User Group – This task also includes instructions to add users to the group based on existing directory structures.
• Add Individual Users to a Group– Alternatively, you can manually add individual local members to a group if not linked to a directory source. Note that you can assign a default tracking profile and a default user role to a group only via an import. Refer to Import the User List.