Create and Manage Groups

A group is a collection of users. You can assign or remove groups by modifying a user's profile information.

You can create as many groups needed to control which users can access Instant ID as a Service.

This section explains how to create, edit, and delete groups.

Create a Group

  1. Click > Members > Groups. The Groups List page displays.
  2. Click . The Add Group dialog box appears.
  3. Enter a Name for your group.
  4. Click Add. The group is added to your groups list.

Edit a Group Name

  1. Click > Administration > Members > Groups. The Groups List page displays.
  2. Click the group name. The Edit Group dialog box appears.
  3. Edit the Group Name as required.
  4. Click Save.

Manage Group Access

  1. Click > Administration > Members > Groups. The Groups List page displays.
  2. Click Edit on the desired group name. The Edit Group dialog box appears.
  3. (Optional) Enter the enrollment name in the Quick Filter text field and click Search to filter particular enrollment names.
  4. Click the check box under the Enable Access column to enable access to the enrollment for this group.
  5. (Optional) Click the Select All check box to enable access for all group enrollments.
  6. Click Save.

Note: Groups created prior to Instant ID as a Service versions 5.36, or users not assigned to a group, will have access to all enrollments by default. Groups created with later versions won't have access to all enrollments by default. Refer to Step 4 above to edit access for particular enrollments.

Delete a Group

  1. Click > Administration > Members > Groups. The Groups List page displays.
  2. Click for the group you want to delete.
  3. Click Delete on the confirmation prompt.

For additional information, refer to the How to Configure Groups, Roles, Users and Authenticators - Instant IDaaS video tutorial.