Managing groups

A group holds users together to give them the access to agents, projects, and connectors as one.

Creating a group

The following requirements are met:

• ☑ Your user account has the Manage groups and memberships permission.

Proceed as follows to create a group:

Groups view

• ► In the User Management area, open the Groups tab.

  • ▷ On the start page, click on your name at the bottom of the navigation bar.
  • ↳ The user menu opens.

  

  User menu

  • ▷ In the Workspace group, click on the User Management entry.
  • ↳ The navigation bar shows the User Management area. The Members tab is open.

  

  Navigation bar in the User Management area

  • ▷ Open the Groups tab.
  • ► Click on the New group button.
  • ↳ The New group dialog opens.

New group dialog

• ► Enter the name of the group.
• ► Click on the Create button.
• ➔ Myra AI Workspace creates the group.

Groups view with the new group

Data in the New group dialog

New group dialog

You set the following data at creation:

Item	Description
Name	Name of the group, for example Engineering. The name appears in the Name column of the list. The item is mandatory.
Description	Short description of the group. The description appears in the Description column of the list. The item is optional.

The following options are available in the dialog:

Option	Description
Create button	Creates the group. During the creation, the button shows Saving….
Cancel button	Closes the dialog without creating the group.

Note

If the name field stays empty, the dialog shows Name is required. A new group holds neither members nor grants. You assign both in the dialog of the group.

Editing a group

Proceed as follows to edit a group:

Groups view

• ► In the User Management area, open the Groups tab.

  • ▷ On the start page, click on your name at the bottom of the navigation bar.
  • ↳ The user menu opens.

  

  User menu

  • ▷ In the Workspace group, click on the User Management entry.
  • ↳ The navigation bar shows the User Management area. The Members tab is open.

  

  Navigation bar in the User Management area

  • ▷ Open the Groups tab.
  • ► Open the group.
  • ↳ The dialog with the name of the group opens.

Dialog of a group

• ► Click on the Add member button.
• ► Select a user account from the list, or enter its email address.
• ► Click on the Add grant button.
• ► Select the object to be shared.
• ➔ Myra AI Workspace shows the addition with added to the group.

Dialog of a group

Data in the dialog of the group

Dialog of a group

You change the following data in the dialog:

Item	Effect of the change
Name	Changes the name of the group in the list and in every grant.
Description	Changes the short description of the group in the list.
Members area	Takes users in or removes them. A user taken in receives every access that the group grants. A user removed loses it.
Access grants area	Grants or revokes the access to a project. The grant applies to all members of the group at once.

The following options are available in the dialog:

Option	Description
Save button	Applies the changed data. During the saving, the button shows Saving….
Cancel button	Closes the dialog without applying the changes.

Deleting a group

Proceed as follows to delete a group:

Groups view

• ► In the User Management area, open the Groups tab.

  • ▷ On the start page, click on your name at the bottom of the navigation bar.
  • ↳ The user menu opens.

  

  User menu

  • ▷ In the Workspace group, click on the User Management entry.
  • ↳ The navigation bar shows the User Management area. The Members tab is open.

  

  Navigation bar in the User Management area

  • ▷ Open the Groups tab.
  • ► Delete the group.
  • ↳ The Delete the group ""? Its memberships and grants are removed. query opens.

Delete group query

• ► Confirm the query.
• ➔ Myra AI Workspace deletes the group with its memberships and grants.

Groups view without the group

Effects of the deletion

The deletion has the following effects:

Object	Effect
Group	Myra AI Workspace removes the group from the list.
Memberships	Myra AI Workspace removes all memberships of the group. The user accounts themselves remain.
Access grants	Myra AI Workspace revokes every access that the group granted. The members lose it unless they hold it by another route.

Note

If the group cannot be deleted, it remains in the list.

Note

The User Management area does not appear for the Finance role.