Dataphin:Create and manage user groups

Department information prerequisites

• To dynamically add user group members by department and view department information in the list, you must integrate member department information with a third-party account system and synchronize it with Dataphin.

• If department information is not synchronized to Dataphin, you cannot dynamically add members by department or view department information in the member list.

Permission description

• Super administrators and system administrators can create user groups.

• Super administrators and system administrators can manage all user groups. User group administrators can manage their respective groups, including enabling, disabling, and deleting groups, as well as managing users and permissions.

• Regular members of user groups can view users and permissions, and request or renew permissions.

User and user group relationship description

Users and user groups have a many-to-many relationship. A user can belong to multiple groups, and a group can contain multiple users.

Create a user group

1. On the Dataphin home page, navigate to Management Center > Member Management via the top menu bar.

2. Select Account Management > User Group Management from the left-side navigation pane.

3. Click User Group Management and then +create User Group on the corresponding page.

4. In the Create User Group dialog box, configure the following parameters:

   Parameter	Description
   User Group Name	Enter a unique user group name, up to 128 characters, such as 'Finance Group'.
   User Group Administrator	Select up to 5 user group administrators. Administrators can manage the group's basic information, add or remove members, and configure permissions. They are also default members with the group's permissions. By default, user group administrators are members of the group and possess the permissions assigned to the group.
   User Group Description	Provide a brief description of the user group, not exceeding 512 characters. For instance: 'This group is exclusively for finance personnel.'

5. Click OK to create the user group.

Manage user groups

1. On the Dataphin home page, navigate to Management Center > Member Management via the top menu bar.

2. Select Account Management > User Group Management from the left-side navigation pane.

3. On the User Group Management page, view user group information such as User Group Name, Administrator, and Enabled status by clicking the Joined or All tab.

   • The Joined tab displays user groups where the current account is an administrator or a member.

   • The All tab shows all user groups, allowing for consistent management operations across both tabs.

4. (Optional) Use the Joined or All tab to filter by Managed By Me, select an administrator or user group, or search for user groups by name or description.

5. Perform operations such as Edit, Delete, and View on user groups in the Joined or All tab. The specific operations and their descriptions are as follows:

   Operation	Description
   View User Group Details	Click the icon in the Actions column of the target user group. On the user group details page, you can view member information such as names, addition methods, and the administrators who added them. Navigate to the user group details page to add members to the selected user group. For instructions on member addition, refer to Add and manage members.
   View User Group Permissions	Select the icon in the Actions column for the desired user group. Navigate to the Permission Details page and select either the Data Table or Datasource tab to review the permissions assigned to user groups. For comprehensive information on user group permissions, refer to User Group Permission Management.
   Edit Basic Information	Select the icon in the Actions column for the desired user group. Within the Edit User Group dialog box, you have the option to modify the User Group Name, assign a User Group Administrator, and update the User Group Description for the selected user group. Click OK to save changes.
   Enable	Enable previously disabled user groups to reactivate their permissions. Single Enable: Toggle the switch in the Enabled column for the target group. Confirm by clicking OK in the dialog box. Batch Enable: Select multiple user groups in the user group list, or select the Select checkbox at the bottom of the page for Select All.Select all. Click Batch Enable at the bottom of the page, and confirm by clicking OK in the dialog box.
   Disable	Disable active user groups to revoke their permissions. Single Disable: Toggle the switch in the Enabled column for the target group. Confirm by clicking OK in the dialog box. Batch Disable: Select multiple user groups in the user group list, or select the Select checkbox at the bottom of the page for Select All.Select all. Click Batch Disable at the bottom of the page, and confirm by clicking OK in the dialog box. Note Once disabled, the permissions associated with the selected user group will be invalidated, and permission management actions (such as requests and grants) will no longer be possible.
   Clone	Quickly replicate a user group's basic information, including its name, administrators, and description. To clone the target user group, click the Actions column icon adjacent to it and select Clone. In the Clone User Group dialog box, you can update the User Group Name, assign a new User Group Administrator, and revise the User Group Description. Click OK to create the clone. Note Note: Cloning a user group does not replicate its members or their information.
   Delete	Delete user groups that are no longer needed. Single Delete: Select the Actions column icon next to the desired user group, and choose Delete. Confirm by clicking OK in the dialog box. Batch Delete: Select multiple user groups in the user group list, or select the Select checkbox at the bottom of the page for Select All.Select all. Click Batch Delete at the bottom of the page, and confirm by clicking OK in the dialog box. Note Upon deletion, the permissions of the selected user group will immediately become invalid and are irrecoverable.

Add and manage members

On the User Group Details page, you can view members and departments, and add or remove members.

Add members

1. Select the icon in the Actions column of the desired user group to access the User Group Details page.

2. On the User Group Details page, select the Member List tab.

3. Click +add Member within the Member List tab.

4. In the Add Member dialog box, set the following parameters:

   Parameter	Description
   Addition Granularity	Support adding members by User or Department.
   Username	Select members by username from the list. The list shows all members of the current tenant. You can add a maximum of 1000 members simultaneously. For details, refer to the Member List.
   Department Name	This parameter is available only when the addition granularity is set to Department. Select one or more departments to include all their members in the user group. You can add a maximum of 100 departments. For details, see the Department List. Note Member information in the user group is automatically updated when the third-party account system synchronizes account data.

5. Click OK to add the selected members to the user group.

Member list

1. Select the icon in the Actions column of the desired user group to access the User Group Details page.

2. On the User Group Details page, select the Member List tab. The list displays Member, Account, Department, Addition Method, Added By, and Join Time.

3. (Optional) Filter users by department, or use the search box to find users by entering a username or account.

4. Delete members from the Member List as needed.

   • Single Delete: To delete a single member, click the Actions column icon next to the desired member. Then, in the dialog box that appears, click OK.

   • Batch Delete:

     1. Select multiple members in the member list, or select the Select checkbox at the bottom of the page for Select All.Select all.

     2. Click Batch Delete at the bottom of the page and confirm by clicking OK in the dialog box.

   Note

   • Deleting a user revokes the permissions they obtained through the user group, which may affect their work. Proceed with caution.

   • User group administrators cannot be deleted. To remove an administrator, first revoke their administrative permissions, then proceed with deletion.