User Group Settings

The User Groups editor is used to create collections of Xenial Portal user accounts called "user groups". Examples of user groups include: Admin Users, East Coast Users, and Phoenix Users.

A user group can be configured to be automatically added to every new site that is created in the company.

To open the User Groups editor:

  1. From the navigation menu on the right, select Xenial Home.

  2. From the navigation menu on the left, select User Management.

  3. From the User Management menu, select User Groups.

    Existing user accounts are listed on the homepage. The following information is provided for each account:

    Column

    Description

    Name

    The name of the user group

    Description

    A description of the user group

    Sites

    The number of sites to which the user group is assigned

Create a Xenial Portal User Group

Xenial PortalUser ManagementUser Groups

To create a new user group:

  1. From the User Groups homepage, select Create User Group to open the New User Group editor.

  2. On the General page, type the user information in the provided fields:

    • Name - Type a name for the user group.

    • Description - Type a description of the user group.

  3. Open the Users page to add users to the group:

    • Select Add User.

    • From the Add Users popup, select the users to add.

    • Select Add [#] Users.

  4. Open the Sites / Hierarchies page to assign the user group to sites.

    • To assign the group to all sites in the company and automatically assign it to every new site that is created, set the Assign to All Sites toggle to Yes.

    • To select specific sites:

      • Select Add Site.

      • From the Site Selector, select the sites.

      • Select Select [#] Sites.

    • To select all the sites on a particular hierarchy level:

      • Next to the Add Site button, select the downward arrow.

      • Select Add Hierarchy to open the Assign Sites by Hierarchy popup.

      • From the Hierarchy dropdown, select the hierarchy.

      • From the Level dropdown, select the hierarchy level.

      • Select Add.

  5. Select Save.

Manage Xenial User Groups

Xenial PortalUser ManagementUser Groups

The User Groups editor is used to create collections of Xenial Portal user accounts called "user groups". Examples of user groups include: Admin Users, East Coast Users, and Phoenix Users.

To create a new user group, see Create a Xenial Portal User Group.

To manage existing user groups:

  1. From the User Groups homepage, select the user group(s) to manage.

  2. From the Actions dropdown, select the Xenial User Group Action.

Xenial User Group Actions

The following table describes the actions available from the Actions menu of the User Groups editor.

Action

Description

Edit User Group

Edit the properties of the selected user group. The Edit User Group action is only available when a single user group is selected.

Delete User Group

Delete the selected user group(s).