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Managing groups

Groups are collections of users. In kdb Insights Enterprise they are associated with a data entitlement. Users who become members of a group inherit the attributes, data entitlements and role mappings of that group.

Creating groups

  1. Log into the administration console.
  2. Choose the target realm ($REALM_NAME) from the top-left realm drop-down.
  3. Click Groups in the menu.
  4. Click Create group.
  5. Enter the details for the new group.
  6. Click Create.

Warning

Ensure you select the correct realm ($REALM_NAME) as the UI defaults to the Master realm on login.

Assigning users

Assign users to a group through the Members tab for that group.

  1. Log into the administration console.
  2. Click Users in the menu.
  3. Click the user that you want to add to the group.
  4. Click Join Group.
  5. Select the group you want the user to join.
  6. Click Join.

Assigning service accounts

Assign groups to a service account through the Service accounts roles tab for that user.

  1. Log into the administration console.
  2. Click Clients in the menu.
  3. Click the service account that you want to add to a group.
  4. Click on the Service accounts roles tab
  5. Click the link just below the tab that states: To manage detail and group mappings, click on the service-account-<clientname>.

    Managing Groups

  6. Click on the Groups tab.

  7. Click Join Group.

    Join Group

  8. Select the group you want the user to join.

  9. Click Join.