Groups - Kaholo

Groups

Getting into the User Groups Panel

In this section, you will learn how to access the User Groups panel under the IAM option.

  1. Ensure that you are already logged in to your Kaholo
  2. On the Main Menu, click the Manage By default, you will be directed to the Plugins page.
  3. Click the IAM icon to go to the Identity and Access Management
  4. In the left Users/Groups panel, click Groups to access the Groups

Create Group

In this article, you will learn how to create user groups. This option enables you to organize users by grouping them.

1. To add a new group, click the Create Group button.

2. The Create Group dialog box will appear. Specify the Group details:

        1. Group Name: enter the user group name.
        2. Group Description: enter the user group description.

3. Click the Create button to create the group.

Delete Group

In this article, you will learn how to delete user groups.

  1. In the Groups list, find the user group that you want to delete and click its Delete icon.
  2. A Confirmation dialog box will appear. Click Yes to continue deleting the selected user group.

Editing User Group

In this article, you will learn how to edit/update user groups.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Settings tab.
  3. The Settings tab opens, in this tab, you can edit the group details.
  4. After updating the group , click Save to apply the changes.

Adding Users to a Group

In this article, you will learn how to add users to a group. Adding users to a group organizes those who have access to the Kaholo account. It also allows you to manage access and feature usage when you configure the user group.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Users tab.
  3. In the Users tab, click the Attach Users button.
  4. The Attach Users window will appear. Find the user(s) that you want to add to this group and select the checkboxes beside the user’s name.
  5. After adding the users to the group, click Save to apply the changes.

Removing Users from the Group

In this article, you will learn how to remove users from a group. Removing the user from a group will also remove his access to projects, pipelines, features, and other options that are enabled for the group.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Users tab.
  3. In the Users tab, find the user that you want to remove the user from and click the Remove icon under the Detach column.
        1. Note: clicking the Remove icon will instantly remove the user from the group. There will be no confirmation when removing the group.

Configuring User Group Identity and Access Management Policies

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
  3. Ensure that the IAM Policies option is selected in the drop-down menu.
  4. In the IAM section, select the group’s permission by selecting the appropriate checkboxes.
        1. Read: selecting this option will only allow the users under this group to view the projects and pipelines but will be restricted to create, update, or delete projects/pipelines.
        2. Create: selecting this option will allow users under this group to create projects and pipelines.
        3. Update: selecting this option will allow users under this group to update projects and pipelines.
        4. Delete: selecting this option will allow users under this group to delete projects and pipelines.
  5. The changes will be saved automatically as soon as you change the permissions.

Configuring User Group Project Policies

1. In the Groups panel, find the group that you want to update and click the group’s name.
2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
3. In the Policies menu,click the drop-down arrow and select the Project Policies option.
4. The Project Policies panel will be enabled. You can select the Create Projects to allow the users under this group to create projects.
5. Select which projects the users under this group can access by selecting the checkbox of the appropriate projects.

6. You can also click the drop-down arrow beside the project to set the access and permissions that you want to configure to this group.
7. The changes will be saved automatically as soon as you make the changes.

Configuring User Group Identity and Access Management Policies

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
  3. In the Policies menu,click the drop-down arrow and select the Manage Policies option.
  4. The Manage Policies panel will be enabled. You can allow the user to access the Manage Panel via Have Access.
  5. The changes will be saved automatically as soon as you make the changes.

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