Add members, assign roles and other groups to groups

Introduction

The Membership node allows system admins and application admins to manage the relationships among users, groups, and roles.  You can add groups as members of other roles, allowing you to set permissions and restrictions in bulk.

Note: Groups are defined in Windows Active Directory (AD) or Azure AD. You can view but not manage a group's members and memberships in other groups using Kepion.

This article covers:

• Navigating to a group in the Membership node.
• View members.
• View roles.
• View groups.
• Resources for further learning. 

Tip: Explore other ways administrators can customize and configure applications and apps here.

Navigation

Follow the instructions below to go to the Membership node for groups. 

1. Go to Administrator and select an application. 

2. Go to Membership in the left navigation.

3. Select a group from the Configure dropdown.

You will land on the Members tab: 

View members

Upon selecting a group to configure, you will land on the Members tab. The column values provide key information about the group's members.

Note: A group's members are determined by AD. You cannot add or remove a group's members in Kepion.

Manage roles

You can also manage a group's role memberships by going to the Roles tab. 

The column values provide key information about the group's members.

The Roles tab also offers the following actions to manage a group's roles. 

Add to Role

Add the group to a role.

Remove

Removes the group from the selected role(s).

View groups

You can also view a group as a member of other groups by going to the Groups tab. 

Note: A group as a member of other groups is determined by AD. You cannot add or remove a group from other groups.

Resources

• Administrator Module Overview
• Administrator Module - Membership for Users
• Administrator Module - Membership for Groups
• Administrator Module - Permission
• Administrator Module - Module Restrictions
• Manage User and Data Security