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In this unit, you will learn how to add user groups to facilitate management of users and their access to Vault.
Transcript
00:05
The next task in the workflow is creating user groups,
00:08
groups have roles and permissions assigned to them that define the
00:12
actions they can take and the Vaults they can access.
00:15
As a member of a group, A user has all the permissions and roles assigned to the group.
00:20
By default, every new user is added to a group called everyone.
00:26
As with creating users, in order to create groups,
00:29
you will need to log in as an administrator.
00:32
Then in the tools menu, select administration,
00:35
if using the ADMS console or if using Vault client.
00:39
Select tools, Administration, Global Settings,
00:44
then select manage groups as shown.
00:49
Next click the new group button.
00:55
Now, the group dialog box is filled out with values for group name and email.
00:60
Remember to select the enable group check box
01:02
to ensure the group is available to use.
01:05
You also select roles and Vaults for a group.
01:08
The example of roles added for this user are
01:12
Document Editor (level 2)
01:14
and Document Manager (Level 2).
01:16
The Vault selected in this example is My-Intro-Vault.
01:21
To add the group members, click add and add a user or group to the group Members list.
01:26
Groups can be composed of users or other groups.
01:30
Groups can be disabled, turning off all permissions assigned to the group.
01:34
The permissions and roles assigned to a group
01:36
are independent of individual user roles and permissions.
01:42
note that there have been some user interface changes starting in version 2022.
01:48
Instead of Managed Groups and clicking on New Group, you select Manage Access,
01:53
then New from the Groups tab. The new group profile dialog box displays for you
01:59
to enter the required information.
02:01
The linked to option enables you to associate
02:04
a group profile to an active directory group.
02:09
In this demonstration we create a new user group
02:13
using the ADMS console.
02:15
We select tools
02:18
administration,
02:19
then manage groups.
02:22
After clicking the new group button, the dialog boxes filled out
02:29
including selecting roles
02:36
and once finished
02:38
clicking OK.
02:40
And then also selecting Vaults for selecting the Vault access for the new group
02:47
and then you add the members
02:50
for the new group.
02:56
Note that as mentioned, there have been user interface changes
03:00
starting in version 2022.
00:05
The next task in the workflow is creating user groups,
00:08
groups have roles and permissions assigned to them that define the
00:12
actions they can take and the Vaults they can access.
00:15
As a member of a group, A user has all the permissions and roles assigned to the group.
00:20
By default, every new user is added to a group called everyone.
00:26
As with creating users, in order to create groups,
00:29
you will need to log in as an administrator.
00:32
Then in the tools menu, select administration,
00:35
if using the ADMS console or if using Vault client.
00:39
Select tools, Administration, Global Settings,
00:44
then select manage groups as shown.
00:49
Next click the new group button.
00:55
Now, the group dialog box is filled out with values for group name and email.
00:60
Remember to select the enable group check box
01:02
to ensure the group is available to use.
01:05
You also select roles and Vaults for a group.
01:08
The example of roles added for this user are
01:12
Document Editor (level 2)
01:14
and Document Manager (Level 2).
01:16
The Vault selected in this example is My-Intro-Vault.
01:21
To add the group members, click add and add a user or group to the group Members list.
01:26
Groups can be composed of users or other groups.
01:30
Groups can be disabled, turning off all permissions assigned to the group.
01:34
The permissions and roles assigned to a group
01:36
are independent of individual user roles and permissions.
01:42
note that there have been some user interface changes starting in version 2022.
01:48
Instead of Managed Groups and clicking on New Group, you select Manage Access,
01:53
then New from the Groups tab. The new group profile dialog box displays for you
01:59
to enter the required information.
02:01
The linked to option enables you to associate
02:04
a group profile to an active directory group.
02:09
In this demonstration we create a new user group
02:13
using the ADMS console.
02:15
We select tools
02:18
administration,
02:19
then manage groups.
02:22
After clicking the new group button, the dialog boxes filled out
02:29
including selecting roles
02:36
and once finished
02:38
clicking OK.
02:40
And then also selecting Vaults for selecting the Vault access for the new group
02:47
and then you add the members
02:50
for the new group.
02:56
Note that as mentioned, there have been user interface changes
03:00
starting in version 2022.
Required for course completion