GridBuddy Connect - Group Management

Groups enable Admins to specify which users can access which grids. Admins do this by creating groups, assigning them to grids, and then assigning groups to users. Users and grids can both associated with multiple groups.

When a group is defined and assigned to a grid, then only the users in that group can access that grid. Groups can be assigned to users of all role types; however, groups only restrict grid access for users with the Standard and Basic roles.

Admin

• Admin users can access and manage all grids in the organization, irrespective of the group they belong to.

Standard

• Standard users assigned to groups can access and manage:
  • Grids assigned to groups they are a member of
• Standard users not assigned to groups can access and manage:
  • Grids with no groups assigned
  • Grids they created

Basic

• Basic users assigned to groups can access:
  • Grids assigned to groups they are a member of
• Basic users not assigned to groups can access:
  • Grids with no group assigned

Groups are an optional setting for restricting grid access. Your organization may not use any groups at all, or it may use groups for some grids but not others.

• When no groups are assigned to any grids, then all users are able to view and manage grids irrespective of their roles. Basic users will be able to see all active grids.
• When some groups are assigned to grids, but a particular grid is not associated to any groups, then Basic users assigned to a group will not have access to that grid.

Note: Please make sure in the organization settings List Active Grids to Grid Users is checked.

Adding Groups

Steps to create groups:

1. Select Organization from the top menu.
2. Select Groups.
3. Select New.

4. Set a Name and Description.
5. To associate grids to your group, select from the Available Grids column and move them to the Selected Grids column using the > icon.
   • Ctrl-select or shift-select to choose several grids at once.
6. To associate users to your group, select from the Available Users column and move them to the Selected Users column using the > icon.
7. Select Save.

Assigning users to groups:

You may assign a user to multiple groups at once. To assign a user to a group, you must be logged in as an Admin.

1. Select Organization from the top menu.
2. Select User Properties.
3. Select a user.
4. To associate groups to your user, select from the Available Groups column and move them to the Selected Groups column using the > icon.
5. Select Save.

Assigning Groups to Grids:

You may assign a group to multiple grids at once. To assign groups to grids, you must be logged in as an Admin or Standard user. Standard users can only associate grids with groups they belong to.

1. Select Manage Grids from the top menu.
2. Click on a grid.
3. Assign groups to a grid in the Grid Access section.
4. Click Save.