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Edit Group Assignments

When you need to modify which groups are members of a Management Role, you can add or remove group assignments. This allows you to control access by assigning entire groups to roles rather than managing individual user assignments, simplifying administration for team-based access control.

Before You Use This Workflow

Access Requirements: You must have appropriate permissions to manage the specific Management Role you want to modify.

tip

Use this workflow when organizational teams change, when you need to grant or revoke role access for entire groups, or when streamlining role assignments by using group memberships instead of individual assignments.

Before You Start​

You need access to the Resource Admin application to edit group assignments. If you can't access this workflow, contact your administrator to request permissions.

Make sure you have:

  • Knowledge of which groups should have access to the Management Role
  • Understanding of how group assignments will affect current and future group members
  • Decisions about which groups to add or remove from the role

Get Started​

  1. Navigate to the Resource Admin portal.
  2. Select Management Roles from the resource type menu.
  3. Click the Workflows tab.
  4. Find and click Manage Management Role Wizard. Manage Management Role Wizard
  5. Select the Management Role you want to modify by checking the box next to it, then click Next. Select Management Role
  6. Select Edit Group Assignments from the available actions. Edit Group Assignments Action
  7. Click Next to proceed to the group assignment configuration.

The workflow will open showing the current group assignment configuration. Remove Group Assignments Note: This screen appears only if the role has current group assignments. If no assignments exist, you'll proceed directly to adding group assignments.

Update Group Assignments​

  1. Modify the group assignments as needed:

    Remove Group Assignments (if any exist):

    • Current group assignments are displayed in a table with Remove/Keep options.
    • Use the search functionality to find specific groups to remove.
    • Click Remove to delete a group assignment or Keep to retain it.
    • Click Next to proceed to adding new assignments.

    Add Group Assignments (optional): Add Group Assignments

    • Use the search field to find specific groups, or click the dropdown arrow for advanced search options.
    • Check the box next to the group you want to assign to this Management Role.
    • Repeat as needed to add multiple groups.
    • Skip this section if you only want to remove existing assignments.
    • Click Next to proceed.

  2. Click Submit to apply the group assignment updates.

Complete the Workflow​

  1. Review the Operation Execution Summary to confirm your changes were applied successfully: Operation Execution Summary The summary shows the specific group assignments that were added or removed.

  2. Click Submit to continue.

  3. Choose your next action: Finish Workflow Options

    • Do you want to manage the same Management Role? - Select this to perform additional actions on the same role.
    • Do you want to manage different Management Role(s)? - Select this to work with other Management Roles.
    • Do you want to finish the workflow? - Select this to complete the process and exit the wizard.

  4. Click Submit to proceed with your selected option.

What Happens Next​

  • Group assignment changes may generate business requests that require approval before taking effect.
  • Once changes are applied, all current and future members of the assigned groups will automatically receive the Management Role.
  • Removing group assignments will cause all group members to lose the Management Role once the change is applied.
  • New users added to assigned groups will automatically receive the Management Role.

If You Run Into Problems​

Can't find the group to assign: Verify the group exists in the system and you have permission to assign it to Management Roles.

Changes affect too many users: Group assignments apply to all current and future group members. Review group membership carefully before making assignments.

Group assignment creates conflicts: Consider whether group members already have conflicting role assignments that might cause issues.