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Assigning roles through groups

Assigning roles through groups allows a set of roles to be given to users by making them a member of a group. This method makes it easy to assign the same roles to multiple users.

Note:  Users can be members of more than one group.

  1. From the Account Management web portal, click Groups tab.

  2. Do any of the following:

    • To create a new group, click Create.

      1. In the Group name field, type the name of the group.

      2. Click Create Group.

    • To edit an existing group, click the group under the Group Name column.

  3. On the Edit group page, do the following:

    • From the Members tab, add or remove members.
    • From the Group Roles tab, you can either assign or remove roles.

Assigning roles by membership in a child organization access group

Notes:

  • Child organization access groups are available only to channel partners.
  • Roles assigned through membership in a child organization access group apply across all customer organizations.

For channel partners, the Groups tab shows two tabs: Organization Access and Child Organization Access. Organization access groups apply only to the channel partner’s organization. Child organization access groups apply to the customer organization. The process for managing membership and roles for organization access and child organization access groups is the same.

The difference between organization access groups and child organization access groups is that child organization access groups are created with a default role, Partner Administrator. You cannot delete the Partner Administrator role from a child organization access group. You can add or remove additional roles as needed.

The Partner Administrator role is required for users to have access to customer (child) organizations. For example, a user who will be managing printers in a child organization using Fleet Management must be a member of a child organization access group. Moreover, that child organization access group has the Fleet Management Administrator role added along with the default Partner Administrator role.
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