Assigning Users to Groups

Assigning Users to a Group

Users once created in the Cymmetri platform can be assigned to a group. Assigning users to a group helps ease the administrative efforts to apply the same policies and assigning applications to multiple users.

When assigning users to groups there can be various approaches which can be used:

• Adding User to Group (from the Group Page)

• Assigning a Group to a User (from the User's Page)

• Bulk Assigning Users to a Group (Using Group Assignment on Group Page)

Adding User to Group

First the administrator needs to click on the group name and enter the configuration for the group.

Now Go to the Users Page and click on +Add button to get a list of users to add to the group

3. Now click on the assign button next to the user you wish to add to the group.

Once assigned the user can be seen on the Users page of the Group as shown below:

Assigning a Group to a User

For this approach the Administrator needs to go to Identity Hub > User page and then select the user from the list to whom the group needs to be assigned

Go to the user's page and select the Groups menu and click on "+Assign New" button

This opens a pop up window where a list of all groups is visible

Click on the assign button and the group is assigned to the user or you may say the user becomes a part of the group

Bulk Assigning Users to a Group

For this approach the Administrator needs to go to Identity Hub > Group page and then click on the Group Assignment button

A screen pops up that lets you select the csv file you want to upload to import the users that needs to be assigned to the group. This csv file needs to have one column that contains login id of users; Upload the csv file, you may also use the sample data file available and modify it to match your user's login id.

Once the file is selected and uploaded next you need to select the group to which you want to assign the users.

After selecting the group the column in the csv file needs to be mapped with the Cymmetri login column.

Once mapped click on the import button and the users would be mapped to the assigned group provided the login id is correct

Results of successfully Imported Users, Duplicate Users or any error that occurred during import can be see in Logs > Import History page