Groups
CAM user groups can be added or edited here. To access this screen, in CAM, go to the quick actions icon with 9 cubes, click on the Account Management, then once the page loads, click the Groups tab. 
Account management shows the following tabs:
Required Permissions
| Permissions | Allows User To |
|---|---|
| Permission for viewing User Management | Access the User Management Module |
| Create Groups | Add a new user groups (Hides the Add Group button) |
| View Groups in User Management | View User Management> Groups tab (Hides the Group tab) |
Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.
Add Group
- Click the Add Group button.
- In the window for Add Group, type information in the provided fields, based on the table below, then click Save.
| Field | Description |
|---|---|
| Group Name | Enter a name for the group |
| Description |
A brief description for the group created through the dialog |
| Preferred Service | Select the user group's preferred CAM service. |
The list of information displays in the following columns:
| Column Name | Description |
|---|---|
| Name | User name as entered above |
| Description | Description as entered above |
| Last Edited | The last updated date and time |
| Created By | Name of the user who created the group |
| Actions | Click the icon to access the Action menu. Select Edit to update the user group information. In the Edit Group window, make the necessary changes and click Update. Select Users to add users to a groups. Select Delete to remove a user group. |
Click the Refresh button on the bottom left corner of the page to manually refresh and update the Users tab.
Add Users to a Group
- In the Menu column, click the
icon and select Users. - In the window for Users, click Add Users. In the Assign User window, type information in the provided fields, based on the table below, then click Save.
| Field | Description |
|---|---|
| Selected Group | Displays the selected user group name |
| Users |
Select the user name from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the user name, which will auto-complete if it is added in Users. |
If successfully added, a message for Update Complete is displayed. The list of information displays in the following columns:
| Column Name | Description |
|---|---|
| Name | Displays the user name added to the group |
|
Displays the email address of the user |
|
| Last Edited By | Name of the user who was logged in when the change was made |
| Action Menu | Click the icon, select Remove to delete the user from the group. |
Office 365 Group Creation:
You can create Office 365 groups from CSV or from the Workspace Wizard. Visit CSV Parameters for CSV metadata needed, or Workspace Wizard for the steps to setup a group creation wizard.
Add Security to users
- Click Security in the Action column.
- In the Security window, click the Assign Role button
- Select the Group from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Groups.
- Select the Role from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Roles
- Click Assign
