Group management

1. Group management

In Constellio, a group is made up of users with the same functions in the organization and therefore need the same access to security and roles. Groups make it easier to assign security because by associating a user with a defined group, the user will automatically inherit the roles and access assigned to that group. 

You will find your groups in Pilotage -> Manage Security -> Groups tab. 

2. Tabs

The page that displays all groups has two options for filtering groups. The first option is to choose whether to display active or inactive groups.

A group is considered active if it is present in the collection and has the status "Active".

A group is considered "inactive" if it is present in the collection with a status other than "Active". The second option consists of a search field.

2.1 Assets

The "Active" tab lists the active groups of groups. 

2.2 Inactive

The "Inactive" tab lists inactive groups of users. 

3. Create a group

1. Click on " Administration " in the navigation menu;
2. Click on " Manage Security ";
3. On the page, click on " Add Group ";
4. In the " Add/Edit Group " window, complete the metadata for creating a group and click " Save ".

4. Consult a group

1.  Click on " Administration " in the navigation menu;
2. Click on " Manage Security ";
3. In the " Groups " tab, click on the magnifying glass to the right of the name of the group to be consulted.

The viewing window for a group allows you to create subgroups as well as edit and delete the group. But also to add, view, modify or remove the users who are in the group.

5. Filter groups

The page that displays all groups has two options to be able to filter groups. The first option is to choose whether to display active or inactive groups. A group is considered active if it is present in the collection. A group is considered "inactive" if it is removed from the collection. The second option consists of a search field to display only the groups that meet the chosen criterion. 

6. Actions menu

6.1 Add a subgroup

This option adds a subgroup to the group.

6.2 Consult

This option allows you to view the group's metadata card and its information.

6.3 Edit/Edit a group

This option allows you to edit the metadata associated with the group.

6.4 Manage the security of a group

Allows you to add, remove, or modify permissions through administrative units. (See the " Autorisations " section)

6.5 Manage Security Clearance

This option allows you to assign or remove security classifications to the group. (See the article "Security Clearance")

6.6 Manage group roles

This option allows you to assign, remove, or modify roles to the group. It is possible to choose a specific role for a particular administrative unit. (See the Role management page)

6.7 Add to collection(s)

This option allows you to add the group to one or more collections of your choice. 

6.8 Add the user to groups

To add users:

1. In the " List of users " list;
2. Click on " Add to group" to the right of the name of the desired user;
3. The user is added to the " List of users attached to the group" list . 

6.9 Remove the user

To remove users: 

1. In the list " List of users attached to the group ";
2. Click on the red " X " to the right of the name of the desired user;
3. The user removes himself from the list and adds himself to the " list of users " list.

6.10 Remove from collection

This action removes the group from one or more collections. The group is then deleted from the affected collections.

6.11 Merge groups

This option allows you to merge groups together. 

1. Click on the "Merge Groups" action;
2. Select the groups to merge and check them;
3. Check the option "Merge into selected group";
4. Click on "Merge".
   Security

   When you merge groups, they will accumulate the permissions and roles assigned to them separately.