Group workflow

Groups streamline access management by organizing identities and applying role assignments. This workflow outlines the key tasks for setting up, testing, and maintaining groups to ensure secure and effective access control.

1. Create a group

   Set up a new group to organize identities requiring similar access.

2. Create new role assignment

   Create a role assignment for the group to establish access permissions.

3. Add identities to the group

   Populate the group with usersin two phases:

   1. Add test identities

      Add test users to verify that the role assignment functions as expected. Then adjust the role assignment based on test results.

   2. Add production identities

      After testing is complete, replace the test identities with actual users. Verify that the group membership works as intended for operational use.

   • For instructions on adding identities to a group, see Add users to a group.

4. Maintain and update group

   Regularly review and adjust the group to ensure it continues to meet organizational needs. Maintenance tasks include:

   • Manage group users

     • Add users to a group

     • Remove a user from a group

   • Manage group role assignment

     • Create new role assignment

     • Edit role assignment

     • Delete role assignment for group