Edit Groups

Edit an existing group by modifying the group name, e-mail distribution list, and roles assigned to the group. In addition, you can assign vault access rights for the group.

Note: You must be assigned the role of Administrator to perform this operation.
1. Select Tools  Administration Global Settings.
2. In the Global Settings dialog, select the Security tab.
3. Click Groups.
4. Select a group from the list.
5. Click Edit.
6. In the Group Name field, enter a name for the group.
7. Enter an e-mail distribution list address for the group in the Email field. You can also enter a list of individual email addresses separated by a semicolon (;).
8. Click Roles and assign one or more roles to the group. Every member of the group is assigned the permissions of the group. Individual user roles are combined with the roles assigned to the group to which a user belongs. As a best practice, always assign roles to groups to make user permission management easier.
9. Click Vaults and select one or more vaults to which the group has access. Every member of the group has access to the vaults assigned to the group.
10. A group can be a member of another group. Click Groups and select one or more groups to which this group belongs.
11. Click Add to add members to the group.
12. From the Add Users dialog box, select the users to include in the group, and then click OK.
13. Select a member from the Group Members list and click Remove to remove that member from the group.
14. Select Enable group to activate the group or clear the check box to disable the group.
    Note: A group must be enabled for the permissions of the group to be active. When a group is disabled, the roles and vault access assigned to the group are no longer available to the members of that group.
15. Click OK.