Locating User Groups in the TMS
To access User Groups in the TMS, one must have the permission "Manage User Groups." Then, upon clicking the settings wheel in the bottom left corner, you will see the User Groups card.
SSO User Groups vs. Manually Created Groups
There are two ways to create and populate User Groups in the TMS: mapping groups from your SSO and manually creating groups.
If you have clean, readily available groups in your SSO, like a "Principals" group, that you would find valuable in the TMS, you can bring in this group versus manually creating a group.
Alternatively, if you do not already have a group that aligns with a needed TMS group, you can manually create a group and add users. For example, you may decide to create a "Workflow Team" group that crosses many departments.
The key difference between SSO groups and manually created groups? Automated enrollment. SSO groups will automatically lose and gain users who leave or join your district or departments. On the other hand, manually created groups require manual adding and deleting of users, as needed.
How to Create an SSO Group
To create an SSO group, you must map the group via the SSO Mapping tool in administration. To use this tool, you must have the "Manage User Group Mapping" permission.
Click here to visit our tutorial article for User Group Mapping.
Once a group has been mapped, this group will sync in overnight. Then, this group will appear in the "SSO User Groups" list and can be given permissions or visibility.
How to Create a Manual Group
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Click on the Manually Created Groups tab at the top of the User Groups page.
- Click the + Create Group blue button.
- Give the group a name (TMS Display Name) and description. Then, click Save.
- Confirm that your group is listed in the Manually Created Groups tab.
Viewing and Editing Group Details
To view and edit a group, click the pencil icon at the right of the group's row.
Under the Information tab, you can click the pencil in the top right corner to adjust the group's name and/or description.
Viewing and Assigning Group-Level Permissions
While viewing the group, click on the Permissions tab. You can quickly identify what permissions this group already has by noting which permissions are green in color and have a checkmark icon on them.
In order to adjust these permissions, click the pencil icon in the top right corner.
Then, check or uncheck any relevant permission boxes, and click Save.
Group members who are in multiple groups or who have been given individual permissions in User Management will inherit the maximum permissions combined from all group and individual permissions assigned.
Adding and Removing Users
Users cannot be removed from SSO-synced groups within the TMS. They can only be removed from the group within your SSO platform. Once removed from the group in your SSO platform and a nightly sync occurs, that user will then be removed from the group in the TMS.
Adding Users to a Manually Created Group
- While on the group's page, click on the Users tab.
- Click on the radio button beside Not Assigned.
- Scroll or use the search bar to locate the user you wish to add to your group.
- Once found, click the blue + Assign button in that user's row. You can alternatively filter the list using the Search bar and assign all listed users using the + Assign (##) button above the user list.
Removing Users from a Manually Created Group
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While on the group's page, click on the Users tab.
- While under the Assigned list, click the - Remove button in the row of the user you wish to remove from the group. You can alternatively click the red Remove button to remove all users from the group at once.
Deleting a Group
SSO-synced groups cannot be deleted -- only unmapped. To unmap a group, please visit the SSO Mapping tool and utilize these instructions.
To delete a manual group,
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Navigate to User Groups from Settings
- Click on the Manually Created Groups tab
- Identify the group you would like to delete and click the trash can icon in its row.
- Review the confirmation message and click the Delete button.
