Groups

It is strongly recommended to create groups to manage permissions and enforce security. Assign permissions to groups, rather than individual users, to simplify administration and ensure consistency. You can create as many groups as needed, and any user can belong to multiple groups.

When to use groups

• Managing permissions efficiently: Assign access and roles to groups to control permissions for many users at once.
• Organizing users by function: Group users by team, department, or job role for easier reporting and authorization management.

Create a group

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Security, then Groups.
3. Click New.
4. Fill in all required fields.
5. Click Create.

Groups properties

Field	Description
Name	Enter a descriptive name for the group.
Default Data Model Role	Select the role automatically applied for new data models. This role is used as the default when authorizing group access.
Display Level	Set the highest authorization level for viewing data model columns.
Edit Level	Set the highest authorization level for editing data model columns.
Combination Option	Specify how to combine group-based restrictions: If the same value is entered for this option in two or more groups, authorizations are merged using the OR operator. If left blank or unique between groups, the AND operator is used. This helps determine combined permissions for users in multiple groups.
Description	Enter additional details or notes about the group.