This article describes the steps required to manage Groups in Buttonwood Exchange.
Groups contain users, and simplifies Application assignment to multiple users.
Prerequisites
- Administrative access to the Exchange UI
Adding Groups
This section describes the steps required to add new Groups to the organisation in Buttonwood Exchange.
Procedure Steps
- Login to the Exchange UI as an administrative user
- Navigate to Manage > Groups
- Click Add
- In the Add Group screen, enter the following information:
- Name: A unique name for the group
- Name: A unique name for the group
- Click Create
- A notification indicates the status of the request
- Proceed to add users or assign applications to the group
Deleting Groups
This section describes the steps required to remove groups from the organisation in Buttonwood Exchange.
Procedure Steps
- Login to the Exchange UI as an administrative user
- Navigate to Manage > Groups
- Select the Group(s) to be deleted
- Click Delete Selected
- In the Delete Groups screen, click Delete
- A notification indicates the status of the request
Managing Groups
This section describes the steps required to manage Groups which have been created in Buttonwood Exchange.
Procedure Steps
- Login to the Exchange UI as an administrative user
- Navigate to Manage > Groups
- Click View or the Group to manage
Group Details
The Details screen displays the basic details for the select Group.
Click Edit to edit Group details
Group Users
The Users screen list all Users which are a member of the selected Group.
Click Add to add users to the selected group.
Group Applications
The Applications screen lists all Applications which have been assigned to the selected Group.
Click Add to assign additional applications to the selected Group.