Admin Center: Users & Groups

Overview

The admin center is a stand-alone page in Platform that allows users to view, edit, and manage users & groups within their organization. It is accessible to all standard users, group admins, and organization admin users in Platform. (Please note: report viewers do not have access to the admin center)

How to access the users & groups admin center:

1. Navigate to the Admin drop-down on the top navigation bar in Platform.
2. Click on Admin Center.

Groups 

Create New Group

Only Organization Admins and Group Admins can create new Platform groups. Please reach out to support if you have any questions regarding gaining access to these roles. 

1. On the groups index page, click on the Create Group button on the top-right corner.
2. Fill out the following fields:

Required:

• Group Name: Group’s Display Name (e.g. Standard Users Group)
• Organization: Defaults to your organization. If you need to create a group in another organization, please contact support.
• Group Slug: Group’s alias name (e.g. standardusers)
• Roles: Permission bundles that grant access to specific features and functionality in Platform. Groups can have either a single or multiple roles assigned to them. 
• Default Timezone: Default timezone used for automating scripts & workflows. Users can edit their timezone setting under “my profile” which will override the group’s default timezone.
• Require two factor authentication by default for new users: The Civis platform login security standard is two factor authentication (2FA), which requires a password and either a phone text or Google Authenticator 2FA code for user login. Civis strongly discourages disabling two-factor authentication even if temporary. Refer to Civis Account Recovery Policy and Process for more details.

Optional:

• Group Description: Multi-line description field that can be used to describe the group. 

3. Select Create to confirm the changes or Cancel to disregard the changes.

 

Note: If you are creating a new group that will serve as the primary group for users in your organization, please contact support so we can configure the group with appropriate database access.

 

Edit Group

Users must have "manager" permissions on a group in order to be able to edit a group. Please contact support or your organization admin if you need to request manager permissions on a specific group.

1. Navigate to the group's standard action menu and select Edit Group.
2. Within the modal, apply any changes for the group. 

Profile Tab

• Group Name: Display name for the group.
• Group Description: Multi-line description field that can be used to describe the group. 
• Roles: Permission bundles that grant access to specific features and functionality in Platform. Groups can have either a single or multiple roles assigned to them.
• Default Timezone: Default timezone used for automating scripts & workflows. Users can edit their timezone setting under “my profile” which will override the group’s default timezone.
• Require two factor authentication by default for new users: The Civis platform login security standard is two factor authentication (2FA), which requires a password and either a phone text or Google Authenticator 2FA code for user login. Civis strongly discourages disabling two-factor authentication even if temporary. Refer to Civis Account Recovery Policy and Process for more details.

Advanced - Related Groups

Adding a parent group with “manage” permission will allow users in the parent group to edit this group and add new group members. 

“Manage” permission also grants parent group members the ability to assume the role of users in this group, if this group is the user’s primary group. See the Assume Role page for more details.

Adding a parent group with “edit” or “view” permission will allow users in the parent group to view this group and its members.

Note: Organization Admins can manage all groups in their organization regardless of parent group permissions.

3. Select Save to confirm the changes or Cancel to disregard the changes.

Advanced - Compute Partitions

Users with “view”, “editor”, or “manager” permissions for the group can view the default compute partitions for the group. 

Users with “manage” permission for the group can edit the default compute partitions for jobs, notebooks and services run by users whose primary group is the group being edited. To learn more about Compute Partitions, go here. 

 

Delete Group

1. Groups can only be deleted if no members belong to the group. To remove users from a group:

• Navigate to the user's standard action menu (available on the users index page or on the user's detail page) 
• Select Edit User.
• Navigate to the Group Membership Tab.
• If the group is an additional group, select 'x' next to the group name. If it's a primary group, the user will need to be added to a new primary group.
• Select Save to confirm the changes.

2. Once the group no longer contains any users, navigate to the standard action menu (i.e. ) and select Delete.
3. Once the modal appears, select Delete to confirm the group deletion or Cancel to disregard the changes.

Users

For information on creating new users, please see Creating Users.

To learn more about updating users, see Updating Users.