The groups in TOTVS Identity are useful for linking applications in bulk for the company's users and are also used in the configuration of the multifactor authentication feature.
The EVERYONE group is available in all Identity companies and includes all active users. Users cannot be removed from this group, and it cannot be deleted or renamed. An application assigned by the context administrator to the EVERYONE group is added to the Launchpad of all users.
Groups imported from Active Directory are also listed and display additional information below the group name. The original name of the group in Active Directory and the domain from which the group was imported are provided. Users included via Identity in the imported Active Directory groups are not synchronized with the original group in AD. However, if the inclusion is done via Active Directory, the user is automatically added to the group in Identity after being imported and accepted by the administrator.
All events of creation, modification, deletion, or querying of groups are recorded in the Identity Audit Report (documentation in Portuguese language).
01. Open the Groups menu.
A list of all groups registered in the company's context in TOTVS Identity is presented, both those imported from Active Directory and those created manually. Next to each group's name, the number of associated applications is displayed. |
01. Open the Groups menu.
02. In the Search field, enter the name of the group you wish to search for.
You can only search for groups imported from Active Directory; to do this, change the All field and search for the desired AD. |
01. Open the Groups menu.
02. Locate the group you wish to view.
03. Click on the View
button.
With this action, the Group Data screen is opened, where it is possible to view the associated users and applications and the name of the Active Directory from which the group was imported. Other allowed actions on this screen are: associating or removing users, associating or removing applications, and editing or removing the group.
|
01. Open the Groups menu.
02. Click on the Create new group button.
03. Fill in the necessary information in the Group Data tab.
Group name Description |
04. In the Users tab, check the users that should be part of the group.
05. In the Applications tab, check the applications that should be presented in the Launchpad of the group's users.
06. Click on the Create group button to finalize the creation.
After the group is created, associated users will see in their Launchpad the applications that were selected for the group. |
01. Open the Groups menu.
02. Locate the desired group in the list.
03. Click on the Edit
button.
You can edit the name and description of the group.
|
04. Click Edit to confirm the group change.
01. Open the Groups menu.
02. Locate the group you wish to remove.
03. Click on the View
button to open the Group Data screen.
04. Click on the Delete
button.
A message is presented informing the administrator that the users associated with the group will lose access to the linked applications. |
05. Click Delete to confirm the deletion.
After confirmation, only the group is removed; the associated users and applications remain in TOTVS Identity. |
01. Open the Groups menu.
02. Click on More options
and select the Associate users option.
A list of users is presented. You can use the search field to find users by name. |
03. Check the users that should be associated with the group.
Users can be associated in bulk through the email domain. By entering the email domain, a confirmation message is presented, informing that all users with the specified domain should be associated with the group. |
04. Click Associate to confirm.
Users associated with the group will have the linked applications in the Launchpad. Users included via TOTVS Identity in groups imported from Active Directory are not synchronized with the original group in AD. |
01. Open the Groups menu.
02. Click on More options
and select the Manage users option.
A list of users associated with the group is presented. |
03. Locate the user to be removed and click Remove user
.
After removing the user from the group, they will no longer have access to the applications linked by that group. |
01. Open the Groups menu.
02. Locate the group you wish to query the users.
03. Click on the View button
.
The Group Data page is presented, with the associated users in the Users tab. |
01. Open the Groups menu.
02. Click on More options
and select the Associate applications option.
03. Check the applications you wish to associate with the group.
You can use the search field to find the desired applications. |
04. Click Associate to confirm.
After confirmation, the marked applications are automatically added to the Launchpad of all associated users. |
01. Open the Groups menu.
02. Click on More options
and select the Manage applications option.
A list of applications linked to the group is presented. |
03. Locate the application to be removed and click Remove application
.
After removing the application from the group, all users in the group will lose access to the application. |
01. Open the Groups menu.
02. Locate the group you wish to query the applications.
03. Click on the View
button.
The Group Data page is presented, with the associated applications in the Applications tab. |
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