User Groups

User groups allow administrators to categorize multiple users together. For example, you could create a group that includes all administrators in your organization, or one that collects all users who have self-registered for a Digital.ai Identity. For more information about users, see Users.

note

All self-registered users are added to a group called Self-Registered by default, but you can change the default group if you want.

Users can belong to multiple groups. Users can also inherit group membership based on data from your corporate identity provider. For more information, see Map Group Data.

note

Renaming a user group name can impact user login if the group is directly referenced within any Digital.ai applications (for example: Intelligence). Therefore, you should check with Digital.ai Customer Support before making any changes to the user group name.

Create a user group

1. Log in to the Platform as an administrator.
2. In the left navigation, under User Management, click User groups.
3. Click the Add group button.
4. (Required) In Group name, add a descriptive name for the group.
5. In Description, you can elaborate on the purpose of the group.
6. Select Sync with IdP option if this user group's name matches with the group name in the IdP. Enabling this option displays "Yes" in the User groups' summary page, which determines that this user group membership is provisioned through the IdP.
7. In Add Users, select one or more users on the left (or select All users), then click Add to add the users to the group.
8. When you're finished, click Create user group.

Modify a user group

1. Log in to the Platform as an administrator.
2. Click User groups.
3. Find the group you want to modify and click the Edit icon under Actions.
4. Change the details as necessary.
5. Click Save changes.

Delete a user group

1. Log in to the Platform as an administrator.
2. Click User groups.
3. Find the group you want to remove and click the Delete icon under Actions.
4. If you're sure, click Delete.