Home → Using LincDoc 3.1+ → Security → Managing Groups
13.4. Managing Groups
Groups allow you to combine user logically, allowing for easier administration, with regard to assigning roles to regulate form access.
Proceed to one of the following sections below for more information:
- About Default Groups
- Creating a New Group
- Locating Groups
- Adding a User to a Group
- Viewing the Contents of a Group
- Deleting a Group
About Default Groups
Several groups are typically provided by default with your LincDoc installation. This section describes the default security roles assigned to these groups. These roles are the actual mechanism that controls what members of each group can access within LincDoc.
The following default groups, and their corresponding security roles, are provided with most LincDoc installations:
- Admin. This group is assigned the admin role.
- Form Admin. This group is assigned the form-admin role.
- Reporters. This group is assigned the report-admin role.
- User. This group is assigned the login role.
- User Admin. This group is assigned the user-admin role.
Creating a New Group
You can create a new local group using the Manage users and groups dialog box.
Note: If you are using an LDAP provider, groups are defined on the LDAP server and do not need to be created locally within LincDoc.
- From the system button, click users and groups.
The Manager users and groups dialog box appears. - Click the Groups tab.
- Click the + button.
The New group dialog box appears. - Type the new user's name in the Group name text box.
- Click OK.
The new group is added to the list on the left side of the dialog box. In the following example, a group called "Advanced Training" has been created. - Click save.
The new group can now have users added to it, as desired. For more information, see Adding a User to a Group.
Locating Groups
When working with existing groups, you will need to locate the group in your group list before you can view it.
- Access the Manage users and groups dialog box as described in Creating a New User.
- Click the Group tab.
- Type a string in the search text box.
- Click the Search icon.
All groups that contains the defined string are displayed.
In the following example, the string "T" was used in the search.
Adding a User to a Group
The act of adding a user to a group is done on the Users tab. For more information, see Adding a User to a Group.
Viewing the Contents of a Group
It is not currently possible to view the contents of a group from the Groups tab. You can, however, see which groups a specific user belongs to via the Users tab.
Deleting a Group
You can remove a group by locating it and clicking the delete button, which appears when you hover over a listed group.
- Locate the group you want to delete.
- Hover over the group in the list of groups.
- Click the delete icon that corresponds to the group you want to delete.
A confirmation message appears. - Click Yes.
The group is removed.