User Groups

Classify users within an instance into various user groups.

In site-based implementation, grouping users is essential to prevent them from accessing certain entities, such as service request items, solutions, announcements, and request templates.

Let's say if maintenance is scheduled for the Chicago site firewall gateway, only users at that site are affected. Therefore, to notify only the affected users, you can create a user group for Chicago site users, and target the announcement to that group.

You can group users based on default user fields, such as Name, Department, Site, Domain, etc., and user additional fields.

Add a New User Group

To add and configure user groups,

• Go to Admin > Users & Permission > User Groups.  
• Click New in the list view toolbar. 
• Enter the following details: 

Field	Description
Name	Give the user group a name.
Description	Describe the user group.
Criteria	Define the user group criteria based on User fields: • Use the drop-downs to select the required user fields, condition, and values.  • Use the plus icon to add multiple criteria.  • Switch between AND and OR logical operators to group users who meet all or any condition.  • Use the Add Nested icon to configure nested conditions. A nested condition is validated only if the previous condition is met.  • Drag and drop conditions to rearrange their validation logic.

• Click Preview to view users who meet the specified user group criteria. 
• Click Save to save the user group and return to the list view. 
• Click Save and Add New to save the user group and add a new group.

List View Actions

• Use the Select Users drop-down to select a user and view their associated user groups. 
• Click Actions  next to a user group to edit and delete it, and preview associated users. 
• To delete multiple user groups, select the checkbox next to the required groups, and click Delete in the toolbar. 
• Click View History on the top right to view a log of operations performed on user group records. 
• Search for user groups by using the search icon  . 
• Set the number of records to display per page.