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Groups

In this section, you will find details about Groups in the StackSpot Account.


Overview

You can manage roles and permissions in StackSpot directly in the profile of an account member or by creating groups.

Besides being a good practice, creating Groups is the best way to associate roles directly with users.

Groups are sets of multiple users with the same types of roles and resources, meaning the same permission level.

You do not need to configure permissions for new users in your Organization, just add these users to a group that has already been pre-configured with the available roles in StackSpot.

Within a Group, you can configure:

See how to manage groups in the StackSpot EDP Portal:

Prerequisites

Create Groups

See how to create Groups in the StackSpot EDP Portal:

Step 1. Go to the Account Portal;

Step 2. Click the 'Organization' option;

Step 3. In the Account Portal, click Access Management, then click 'Groups';

Step 4. Click the 'Create group' button;

Step 5. Fill in the fields with the following information:

  • Group Name
  • Group Description

Click the 'Create' button.

Done, you have created a Group.

Configure Groups

When you have a Group, you can:

  • Add Members
  • Add Roles
  • Add Resources

Example

You can create a Group that has:

  • Roles of Studio Administrator and Content Creator;
  • Five members;
  • A Studio called Testing-Studios as a resource.

Follow these steps to configure Groups:

Step 1. Go to the Account Portal;

Step 2. Click the 'Organization' option;

Step 3. In the Account Portal, click Access Management;

Step 4. Click 'Groups', then select the Group you want to configure;

Step 5. To add Members to the Group, follow the steps below:

  1. Click the 'Members' tab;
  2. Click the 'Add member' button;
  3. Select from the list the members you want to add to the Group;
  4. Click the 'Add' button.

Step 6. To add roles to the Group:

  1. Click the 'Roles' tab;
  2. Click the 'Add role' button;
  3. Select from the list the roles you want to add to the Group;
  4. Click the 'Add' button.

Step 7. To add resources to the Group:

  1. Click the 'Resources' tab;
  2. Click the 'Add resource' button;
  3. Choose and select resources from the list, such as a Studio, a Stack, etc.
info

You can choose for the Group to have access to all resources of a type, for example, a Group accessing all Studios in the Account. To do this, search for [ALL] in the Resources search bar and select it.

  1. Click the 'Add' button.

Done, you've configured a Group.

Delete a Group

Follow these steps to delete a Group:

Step 1. Go to the Account Portal;

Step 2. Click the 'Organization' option;

Step 3. In the Account Portal, click on Access Management, then click 'Groups';

Step 4. To delete a group, click the Remove button.

Step 5. Click the 'Delete group' button.

Done, you've deleted a Group.