Adding Users to a Group

When you add a user to a group, that user will be authorized to use any applications that use this group to control access.

Furthermore, that group membership may be used to determine authorization permissions – see Effective memberships with multiple directories.

You can add users to a group in two places:

  • The group management screen for a specific group — Here you can add many users at once to the selected group.
  • The user management screen for a specific user — Here you can add the selected user to one or more groups at a time.

Both methods are described below.

On this page:

Adding users via Group Management

Using the group management screen for a specific group, you can add many users at once to the selected group.

To add one or more users to a group via the group management screen,

  1. Log in to the Crowd Administration Console.
  2. Click the Groups link in the top navigation bar.
  3. The Group Browser screen will appear. Select the relevant directory, locate the group you are interested in, and click the link on the group name.
  4. The Group Details screen will appear. Click the Direct Members tab.
  5. This will display a list of the selected group's members, both the groups and the users that are direct members of the group. See the screenshot below. Click the Add Users button.
  6. The Add Users popup screen will appear, as shown below. Enter your search criteria in the Search textbox. You can enter all or part of the user's email address or username. Leave the search box empty to match all usernames and email addresses.
  7. You can refine your search by choosing Active or Inactive users. (An 'Inactive' user is typically someone who has left your organization.)
  8. You can also set the Maximum Results, i.e. the number of users to be retrieved.
  9. Click the Search button. Crowd will list the users in the selected directory who match your search criteria, but excluding users who are already members of the selected group.
    (info) Crowd will display a maximum number of users as specified in the Maximum Results field. If too many users match the search, you can change the search criteria and click Search again. (There is no way to move to the next page of matching users.)
  10. Select the users by putting a tick in the checkbox next to one or more users. To select all users, you can put a tick in the checkbox at the top of the table.
  11. Click the Add Selected Users button to add the selected users to the group.


Screenshot: Direct members of a group




Screenshot: Popup for adding users to a group

Adding Users via User Management

Using the user management screen for a specific user, you can add the selected user to one or more groups at a time.

To add a user to a one or more groups,

  1. Log in to the Crowd Administration Console.
  2. Click the Users link in the top navigation bar.
  3. The User Browser will appear. Select the relevant directory, locate the user you wish to add, and click the link on the user's name.
  4. The User Details screen will appear. Click the Groups tab.
  5. A list of the user's current groups (if any) will appear, , as shown below. Click the Add Groups button.
  6. The Add Groups popup screen will appear, as shown below. Enter all or part of the group name in the Search' textbox. Leave the search box empty to match all groups.
  7. You can refine your search by choosing Active or Inactive groups.
  8. You can also set the Maximum Results, i.e. the number of groups to be retrieved.
  9. Click the Search button. Crowd will list the groups in the selected directory that match your search criteria, but excluding groups that the user already belongs to.
    (info) Crowd will display a maximum number of groups as specified in the Maximum Results field. If too many groups match the search, you can change the search criteria and click Search again. (There is no way to move to the next page of matching groups.)
  10. Select the groups by putting a tick in the checkbox next to one or more groups. To select all groups, you can put a tick in the checkbox at the top of the table.
  11. Click the Add Selected groups button to add the user to the selected groups.


Screenshot: The groups that a user belongs to





Screenshot: Popup for adding a user to one or more groups

RELATED TOPICS

Managing Users and Groups

Crowd Documentation

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