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<section id="sect-User_Guide-User_Management-Manage_groups">
<title>Manage groups</title>
  <highlights>
    <itemizedlist>
      <listitem>
        <para><link linkend="sect-User_Guide-User_Management-Add_a_new_group">Add a new group</link></para>
		<para>Steps to add a new group to your organization.
        </para>
      </listitem>
      <listitem>
        <para><link linkend="sect-User_Guide-User_Management-Edit-a-group">Edit a group</link></para>
		<para>Steps to edit information of current groups.
        </para>
      </listitem>
      <listitem>
        <para><link linkend="sect-User_Guide-User_Management-Delete_a_group">Delete a group</link></para>
		<para>Steps to remove a group from your organization.
        </para>
      </listitem>
      <listitem>
        <para><link linkend="sect-User_Guide-User_Management-Add_a_new_user_to_a_group">Add a user to a group</link></para>
		<para>Steps to add members to a group.
        </para>
      </listitem>
      <listitem>
        <para><link linkend="sect-User_Guide-User_Management-Edit_the_user_membership_in_a_group">Edit a user membership
          in a group</link></para>
		<para>Steps to change the user's membership type in a group.
        </para>
      </listitem>
    </itemizedlist>
  </highlights>
    <para>Select the
      <guilabel>Group Management</guilabel>
      tab in the <guilabel>Organization</guilabel> form. This tab is used to add, edit or delete a group.
      You can also add or delete a user to/from a group and edit the user membership in the group.
    </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/GroupManage.png" format="PNG" align="center" width="444"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/GroupManage.png" format="PNG" align="center" scalefit="1" width="150mm"/>
      </imageobject>
    </mediaobject>
    <para>
      By default, all existing groups will be displayed on the left pane.
      The right pane shows information of the selected group and of its members with the <guilabel>Add Member</guilabel> form.
    </para>
    <para>
  <prompt>
	 <emphasis role="bold">See also</emphasis>
  </prompt>
  </para>
<itemizedlist>
	<listitem>
		<para>
			<link linkend="Platform_User_Guide.Manage_Organization.Add_user">Add a user</link>
		</para>
	</listitem>
	<listitem>
		<para>
			<link linkend="Platform_User_Guide.Manage_Organization.Manage_users">Manage users</link>
		</para>
	</listitem>
	<listitem>
		<para>
			<link linkend="Platform_User_Guide.Manage_Organization.Manage_memberships">Manage memberships</link>
		</para>
	</listitem>
</itemizedlist>
    <section id="sect-User_Guide-User_Management-Add_a_new_group" role="NotInToc">
      <title>Add a new group</title>
      <procedure>
        <step>
          <para>
            Select the path to create a new group by clicking the group from the left pane or by clicking
            <inlinemediaobject>
              <imageobject role="html">
                <imagedata fileref="images/arrow-blue-arrow.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            if you want to create a group at a higher level. The selected path is displayed in the breadcrumb bar.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/Admin1.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/Admin1.png" format="PNG" align="center" contentwidth="50mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
              <imageobject role="html">
                <imagedata fileref="images/plus_icon.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            in the left pane.
			</para>
			<para>
			The
            <guilabel>Add Group</guilabel>
            form will be displayed in the right pane.
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/AddGroup.png" format="PNG" align="center" width="444"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/AddGroup.png" format="PNG" align="center" contentwidth="110mm"/>
            </imageobject>
          </mediaobject>
		  </para>
		  <para><emphasis role="bold">Details:</emphasis></para>
      <table>
        <tgroup cols="2">
          <thead>
            <row>
              <entry>
                Field
              </entry>
              <entry>
                Description
              </entry>
            </row>
          </thead>
          <tbody>
           <row>
              <entry>
                 <guilabel>Group Name</guilabel>
              </entry>
              <entry>
                 Name of the group that is required and unique within the portal with its length from 3 to 30 characters. 
                 Only letters, numbers and underscore characters are allowed for the <guilabel>Group Name</guilabel> field.
              </entry>
            </row>
            <row>
              <entry>
                <guilabel>Label</guilabel>
              </entry>
              <entry>
                The display name of the group with any length from 3 to 50 characters.
              </entry>
            </row>
             <row>
              <entry>
                <guilabel>Description</guilabel>
              </entry>
              <entry>
                 A description of the group with any length from 0 to 255 characters.
              </entry>
            </row>
          </tbody>
        </tgroup>
      </table>
        </step>
        <step>
          <para>
            Fill in the required fields. Once being saved, the <guilabel>Group Name</guilabel> cannot be edited.
          </para>
        </step>
        <step>
          <para>
            Click
            <guibutton>Save</guibutton>
            to accept creating the new group.
          </para>
        </step>
      </procedure>
      <note>
        <para>The creator will automatically become the manager of that group. The creator's username will be added to the created group with the "manager" membership.
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Edit-a-group" role="NotInToc">
      <title>Edit a group</title>
      <procedure>
        <step>
          <para>
            Click the group you want to edit in the left pane.
          </para>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> in the left pane to show the
            <guilabel>Edit Current Group</guilabel>
            form of the selected group.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/Edit_group.png" format="PNG" align="center" scale="110"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/Edit_group.png" format="PNG" align="center" scalefit="1" width="130mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Make changes on the fields, except <guilabel>Group Name.</guilabel>
          </para>
        </step>
        <step>
          <para>
            Click
            <guibutton>Save</guibutton>
            to accept your changes.
          </para>
        </step>
      </procedure>
    </section>

     <section id="sect-User_Guide-User_Management-Delete_a_group" role="NotInToc">
      <title>Delete a group</title>
      <procedure>
        <step>
          <para>
            Click the group you want to delete in the left pane.
          </para>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> in the row of the membership type you want to delete.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scale="110"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scalefit="1" width="60mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Click
            <guibutton>OK</guibutton>
            in the confirmation message to accept your deletion.
          </para>
        </step>
      </procedure>
      <note>
        <para>After being deleted, all information related to that group, such as users and navigation, is also deleted.
          You cannot delete the mandatory groups, including <emphasis>Platform, Platform/Administration, Platform/Guests, Platform/Users.</emphasis>
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Add_a_new_user_to_a_group" role="NotInToc">
      <title>Add a user to a group</title>
      <procedure>
        <step>
          <para>
            Select the group to which you want to add a new user in the left pane.
          </para>
        </step>
        <step>
          <para>Enter the exact Username of the user that you want to add to the selected group (you can add many usernames separated by commas);
                <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/AddMember1.png" format="PNG" align="center" width="444"/>
            </imageobject>
                    <imageobject role="fo">
              <imagedata fileref="images/AddMember1.png" format="PNG" align="center" scalefit="1" width="150mm"/>
            </imageobject>
          </mediaobject>
          </para>
          <para>Or, enter at least one character if you are not sure about the exact spelling and do the further followings:
              <para><emphasis role="bold">i.</emphasis> Click 
                <inlinemediaobject>
                  <imageobject>
                    <imagedata fileref="images/Search_icon.png" format="PNG" scalefit="1" width="4mm"/>
                  </imageobject>
                </inlinemediaobject>
                to search by your entered characters.
              </para>
            <para>After you have clicked
                <inlinemediaobject>
                  <imageobject>
                    <imagedata fileref="images/Search_icon.png" format="PNG" scalefit="1" width="4mm"/>
                  </imageobject>
                </inlinemediaobject>
                , there will be a list of all existing users whose <guilabel>Usernames</guilabel> include the entered characters. For
                example, if you enter 'o', you will get the following result.
              </para>
              <mediaobject>
                <imageobject role="html">
                  <imagedata fileref="images/Select_user_form.png" format="PNG" align="center" scale="110"/>
                </imageobject>
                <imageobject role="fo">
                  <imagedata fileref="images/Select_user_form.png" format="PNG" align="center" scalefit="1"
                             width="100mm"/>
                </imageobject>
              </mediaobject>
              <para>
               <emphasis role="bold">ii.</emphasis> Select the checkboxes corresponding to users you want to add to the group.
              </para>
              <para>
                After clicking <guilabel>Add,</guilabel> you will see the complete <guilabel>Usernames</guilabel> in the <guilabel>Add
                Member</guilabel> form.
              </para>
              <mediaobject>
                <imageobject role="html">
                  <imagedata fileref="images/Added_member_form.png" format="PNG" align="center" scale="110"/>
                </imageobject>
                <imageobject role="fo">
                  <imagedata fileref="images/Added_member_form.png" format="PNG" align="center" scalefit="1"
                             width="100mm"/>
                </imageobject>
              </mediaobject>
            </para>
        </step>
        <step>
          <para>
            Select the membership for the users from the <guilabel>Membership</guilabel> list. You can click
            <inlinemediaobject>
              <imageobject>
                <imagedata fileref="images/Refresh_button.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            to update the memberships list in case of any changes.
          </para>
        </step>
        <step>
          <para>
            Click
            <guibutton>Save</guibutton>
            to accept adding the selected users to the specific group with the specified membership type.
          </para>
        </step>
      </procedure>
      <note>
        <para>By default, the "manager" membership has the highest right in a group.
          A user can have several membership types in a group. To do that, you have to use the
          <guilabel>Add Member</guilabel>
          form for each membership type. The user's membership information is hereafter updated. You can check it by opening the
          <guilabel>User Management</guilabel>
          form and editing the user you just added.
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Edit_the_user_membership_in_a_group" role="NotInToc">
      <title>Edit a user membership in a group</title>
      <procedure>
        <step>
          <para>
            Click <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> corresponding to a specific user with a membership in the <guilabel>Action</guilabel> column in the right pane.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/EditMember1.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/EditMember1.png" format="PNG" align="center" contentwidth="80mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Change the membership of the selected user by selecting another value in the
            <guilabel>Membership</guilabel>
            list.
          </para>
        </step>
        <step>
          <para>
            Click
            <guibutton>Save</guibutton>
            to complete your changes.
          </para>
        </step>
      </procedure>
    </section>
  </section>
