Effectively managing users and their entitlements is key to maintaining secure and organized access within an organization. Creating user groups is the best way to structure permissions, ensuring that each user has the appropriate access based on their role.
This tutorial provides a step-by-step guide to setting up user groups, assigning users, and managing entitlements. By following this approach, administrators can streamline access control, improve security, and simplify user management.
The OrgAdmin dashboard is accessible to organization administrators (OrgAdmin) in CATALYST versions 3.0.* and later.
To set up user groups:
2. Fill in the group Name and Type parameters appropriately
3. You can select the entitlements available for this group
4. Once you specify the name, type, description and entitlements for the group, click Create.
With the groups now set up, the next step is to assign the appropriate entitlements to each one. If entitlements weren’t selected in the previous steps, you can add or modify them using the instructions below:
You can also verify that the entitlements are assigned correctly in the Licenses section:
4. Navigate to the Licenses section
5. Click the entitlement you want to verify
6. A window will appear, displaying the groups with access to the entitlement along with the included licenses.
You can also divvy up the users into groups. This can be useful for separating projects or departments within an organization.
Once members are added to the group, you can view the list in the User Groups section. Simply click the three dots next to the group again and select Members.
