Managing groups

The Groups tab of the Administration Manager allows you to create and delete groups, and manage the members of a group.

To edit the properties set for a group, you first select the group from the Available groups list. You can choose to show all the groups on the server in two modes: as a hierarchical list showing which groups are subgroups of which, and as a flat alphabetical list.

You can also set certain preferences for a group. When viewing preferences, a list containing all of the available preferences is presented. Only preferences that have been modified by an administrator will have a value set; parameters with blank values use the factory default settings.

A preference will be used by default when a member of the selected group works in Spotfire. However, if a user has explicitly made a choice in Tools > Options of the Spotfire client, and set a local default value for a parameter, then that local setting will take precedence over the default specified on the server.

If a user wants to revert back to the defaults specified on the server, they can click the Reset button in the appropriate pane of the Options dialog in the Spotfire client. The local settings for that pane will then be cleared, and the corresponding settings specified on the server will be used.

Creating a new group

Click New Group.
Enter a name for the new group.
Select whether you want the new group to be created at top level, or if you want it to be placed as a member of a group.
Note: If you want to create a new group as a subgroup to another group, first select the parent group in the Available groups list. If no group is selected in the list, only the Create group at top level option is available.
Click OK.
Tip: To change the group name, click on the group and go to the Properties tab. Click on Rename.

Note: To set preferences for the group, go to the Preferences tab and select the group. Click Edit and see the parameters under the different preferences. Select the wanted parameter, and edit the value in the panel to the right.

Tip: To delete a group, click on the group you want to delete in the Available groups list. Click on Delete Group. Deleting a group will not delete any of its members, only the group itself. All users and groups that are members of the deleted group will remain in the system. Subgroups that lose their parent will automatically be placed at top level. There is no recursive delete function that deletes an entire branch of the hierarchy.

Editing group members

A group can have both users and other groups as members. Since a group can be a member of another group, hierarchies of groups can be built.

Select a group from the Available groups list.
On the Properties tab, go to the Members of Group field where all the members of the group are listed. Only groups that are explicit children, and users who are explicitly assigned to that group, are listed.
Click Edit Members.
Type in a search expression in the search field and click Search to find a user or group you want to add as a member.
Tip: If the resulting list contains more than 100 members, you can use the pagination controls at the bottom to view more members that match your search criteria.
Select the user or group from the list. Use Ctrl or Shift to select multiple users/groups.
In the Groups Including 'User' dialog, click Add to update the Included users and groups list.
Repeat for other users and groups you want to include as members.
Click OK.