{"id":17842,"date":"2016-08-03T10:44:10","date_gmt":"2016-08-03T10:44:10","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&p=4550"},"modified":"2021-03-26T10:25:24","modified_gmt":"2021-03-26T10:25:24","slug":"managing-your-groups","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v7-3\/docs\/bots\/bot-admin\/user-management\/managing-your-groups\/","title":{"rendered":"Managing Your Groups"},"content":{"rendered":"
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On the Groups<\/strong> page in the User\u00a0Management<\/strong> module, you can create and manage logically related groups of users, as well as import groups, such as your company Active Directory groups.<\/p>\n

If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers and assigning bots to the groups would be the recommended option. You can create a custom group of users, for example, by geographical location, department title, or common interest.<\/p>\n

Groups are automatically created when you import organizational units using Active Directory.<\/p>\n

The following illustration is an example of the Groups<\/strong> page in the User\u00a0Management<\/strong>\u00a0module.<\/p>\n

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Details<\/span><\/h3>\n

To sort the list of column values, click the Arrow Up<\/strong> \"up-arrow\"\u00a0icon or Arrow Down<\/strong>\u00a0\"down-arrow\" icon to the right of a column name.<\/p>\n

The following list describes the columns displayed in the Groups listing.<\/p>\n\n\n\n\n\n\n\n\n
COLUMN<\/th>\nDESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n
Group Name<\/td>\nDisplays the group name. Click a group name to edit the the selected group – name, description & members.<\/td>\n<\/tr>\n
Description<\/td>\nDisplays the description of the group. This is an optional field.<\/td>\n<\/tr>\n
Source<\/td>\nThe source used to create the group. One of:<\/p>\n
    \n
  • Local <\/strong>– The group was created manually from the User\u00a0Management<\/strong>\u00a0module.<\/li>\n
  • AD<\/strong> – The group was imported or synchronized using Active Directory.<\/li>\n
  • System<\/strong> – The group was created as a default group by Kore.ai, for example, everyone<\/span><\/em>.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Membership<\/td>\nDisplays the number of group members as users, and the number of groups as child members of the parent group. Click the link to edit the list of Kore.ai users and child groups for the selected group.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
Using the Search Field<\/h5>\n

The list of entries in an admin console table can be very large depending on the size of your company. To find one or more specific users or groups, in the Search<\/strong> field, enter at least three characters to begin find-as-you-type.<\/p>\n

Note:<\/strong> The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.<\/p>\n

To view all entries, clear the search field, and then press the Enter<\/strong> key.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n

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Creation<\/span><\/h3>\n

You may want to create one or more groups of users in your account for users with, for example, a related interest, department, or location. Groups created by the admin are not visible to the user and are for administrative purposes only. This topic describes how to define a new group and add users, or existing groups of users to that group.<\/p>\n

    \n
  1. In the User\u00a0Management<\/strong> module, select the Groups<\/strong> section.<\/li>\n
  2. Click the \u00a0\"AddNewButton\" button to display the Create New User Group<\/strong> dialog to add a new Kore.ai group to your account.<\/li>\n
  3. The Create New User Group<\/strong> dialog is displayed.<\/li>\n
  4. In the Common<\/strong> tab,\n
      \n
    1. in the Group Name<\/strong> field, enter the name for the group.<\/li>\n
    2. Optionally, in the Description<\/strong> field, enter a description for the group.
      \n\"CreateNewGroup\"<\/a><\/li>\n<\/ol>\n<\/li>\n
    3. Navigate to the Members<\/strong> tab, and select the user(s) and\/or group(s) to be added to this group. You can locate the needed users\/groups from the the Available Users\/Groups<\/strong> section by\n
        \n
      1. using Sort<\/strong> and then selecting a Filter<\/strong> to display users and groups that can be added to the new group.<\/li>\n
      2. entering a name in the Search<\/strong> field, or<\/li>\n
      3. scrolling to select one or more Kore.ai users and Kore.ai groups,<\/li>\n
      4. Then click \"addsinglearrow\", to move the selected list to the Current Members<\/strong> section.<\/li>\n
      5. To add all available users and groups, click \"\"
        \n        \"Adding<\/a><\/li>\n<\/ol>\n<\/li>\n
      6. Click Save<\/strong>. The group is created and the Groups<\/strong> page is displayed.<\/li>\n
      7. The Group Updated<\/em> message is displayed at the top of the page.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n
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        Modification<\/span><\/h3>\n

        You may need to modify the members of a group. This topic describes how to modify the common group properties and the membership of an existing group.<\/p>\n

          \n
        1. In the User\u00a0Management<\/strong>\u00a0module, on the Groups<\/strong> page, in the Group Name<\/strong> column, click the name of the group to modify.<\/li>\n
        2. The Editing User Group<\/strong>\u00a0– < Group Name ><\/em><\/strong> dialog is displayed.<\/li>\n
        3. On the Common<\/strong> tab, you can modify the Group Name<\/strong> and Description<\/strong> field.<\/li>\n
        4. On the Members<\/strong> tab, in the Available Users\/Groups<\/strong> and Current Members<\/strong> sections, optionally Sort<\/strong>, and then select a Filter<\/strong> to display users and groups to add or remove.<\/li>\n
        5. To modify the members of the group, you can:\n
            \n
          1. Enter a name in the Search<\/strong> field, or scroll to select one or more users and groups, and then click \"addsinglearrow\"\u00a0to add new group members, or click \"deletesinglearrow_120x30\"\u00a0to remove the selected group members.<\/li>\n
          2. Click \"adddoublearrow_117x30\"\u00a0to add all available group members, or click \"deletedoublearrow_119x30\"\u00a0to remove all current group members.<\/li>\n<\/ol>\n<\/li>\n
          3. \u00a0Click Save<\/strong>. The group is modified and the Groups<\/strong> page is displayed.<\/li>\n<\/ol>\n

            \"Editing<\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n

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            Deletion<\/span><\/h3>\n

            You may no longer need a group of users in your account. You must remove all users from a group before you can delete a group. Complete the steps in the following procedure to delete a group.<\/p>\n

            Instead of deleting a group, you can also modify the common settings as well as the membership of an existing group. For more information, see Modify an Existing User Group<\/a>.<\/p>\n

              \n
            1. In the User\u00a0Management<\/strong>\u00a0module, on the Groups<\/strong> page, in the Group Name<\/strong> column, select the name of one or more groups to delete.<\/li>\n
            2. On the Action<\/strong> bar, click \"deletebutton_74x30\".<\/li>\n
            3. In the Delete Group(s)<\/strong> confirmation dialog, click Delete<\/strong>.<\/li>\n<\/ol>\n

              Warning:<\/strong> This operation is permanent and cannot be undone.<\/p>\n

              The group is deleted.
              \n              \"BotsAdminUserManagementGroupsDelete\"<\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n

              <\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"On the Groups page in the User\u00a0Management module, you can create and manage logically related groups of users, as well as import groups, such as your company Active Directory groups. If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers and assigning bots to the...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41],"tags":[],"class_list":["post-17842","post","type-post","status-publish","format-standard","hentry","category-user-management"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/posts\/17842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/comments?post=17842"}],"version-history":[{"count":11,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/posts\/17842\/revisions"}],"predecessor-version":[{"id":23339,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/posts\/17842\/revisions\/23339"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/media?parent=17842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/categories?post=17842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-3\/wp-json\/wp\/v2\/tags?post=17842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}