Manage user groups

Open the Groups view

1. Click the avatar in the upper right corner of the screen and select Admin panel.

   

2. Select Groups from the Admin panel menu in the upper left corner. This action opens the group list.

   

Create a user group

Your options depend on whether Hub is connected

1. If Hub is connected, click the Use Hub groups link on top of the group list. This forwards you to the Hub interface for group management. Proceed as instructed in the Hub documentation.

2. If Hub is not connected, do the following:

   1. Click the New group button on top of the new group list. This will open the New group dialog.

      

   2. In the New group dialog, provide a group name in the respective text field.

   3. (Optional) Assign a group plan. You can select from the same plans you configured for individual users :

      1. Click the No plan field to expand the list of available plans.

      2. Select the plan you want to assign to the group.

         

   4. Select the checkboxes for the users you want to add to the group. Use the Search users field to find specific users or narrow down the list of options.

   5. Click the Create group button below the user list to close the dialog and finish the procedure.

Edit Hub-associated user groups

• To edit or manage the groups in Hub, click the use Hub groups link on top of the group list. This forwards you to the Hub interface for group management. Proceed as instructed in the Hub documentation.

• To assign a group plan from the Admin panel, do the following:

  • Click the required group in the list. This will open the View group dialog.

  • Click the No plan field to expand the list of available plans.

  • Select the plan you want to assign to the group.

    

  • Click the Save group button to close the dialog and finish the procedure.

Edit user groups without Hub connection

1. Click the required group in the list. This will open the Edit group dialog.

2. In the Edit group dialog, you can do the following:

   • Provide a new group name in the respective text field.

   • Assign a group plan as described in this procedure.

   • Add or remove users by selecting or deselecting the respective checkboxes on the user list. Use the Search users field to find specific users or narrow down the list of options.

3. Click the Save group button below the user list to close the dialog and finish the procedure.

Delete user groups

1. If Hub is connected, you can delete Hub-associated groups in Hub. Click the use Hub groups link on top of the group list. This forwards you to the Hub interface for group management. Proceed as instructed in the Hub documentation.

2. Delete a group in Datalore:

   • (For Hub-associated groups) Click the ellipsis icon for the group you want to delete and select Detach from Hub.

   • Click the ellipsis and select Delete group.

   • Click OK to confirm your action.