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User Groups in PoolParty

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User Groups in PoolParty

This section contains a short guide on user groups and their uses.

User groups play an important role in PoolParty since you can control access to projects, ontologies and custom schemes per user with them.

You can assign users to user groups and user groups to projects, ontologies and custom schemes.

User roles, in combination with user groups, are the foundation for permissions granted to users. Depending on which group the users are assigned to, they can access and handle the corresponding projects, ontologies and custom schemes, for example:

  • PoolPartyUsers can only access projects that have a user group assigned they are member of.

  • PoolPartyAdmins and PoolPartySuperAdmins in addition can create and delete projects of the user groups they are member of.

The only default group predefined on any PoolParty instance is the group Public.

The Public group has to be assigned to projects, ontologies and custom schemes if you want to make data publicly available. This group cannot be deleted.

The following features are provided when assigning the Public group:

The following topics provide details on how to assign user groups:

Tip

If you would like to learn more about this topic, please watch this PoolParty Academy Tutorial video:

2.13 User Management

When the video is not available, you can sign up to the PoolParty Academy

Access User Groups in PoolParty

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Users in the PoolPartySuperAdmin role can delete user groups in PoolParty. Follow our step-by-step guide to learn how.

Users in the PoolPartySuperAdmin role can view and manage user groups in PoolParty. For more information on the PoolPartySuperAdmin role, see User Roles in PoolParty.

  1. Open the User Management by clicking its icon in the toolbar.

  2. Select the Groups node in the User Administration tree on the left.

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    In the Details View on the right, you find a list of all existing user groups for this PoolParty instance.

Note

For more information on how to assign a user to a group, see How to Edit Existing Users.How to Edit Existing Users

Available Tabs in a Group's Details View

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Available Tabs in a Group's Details View

This section contains a short guide on the available tabs in the Details View of a group.

When you activate a group in the Groups node in the Hierarchy Tree of the User Administration, in the Details View on the right, you can order the Group list by clicking on Groups or on Members.

User Groups - Members Tab

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User Groups - Members Tab

This section contains a short guide on the Members tab in theDetails Viewof a group.

The Members tab opens per default when you activate a group's node (1).

Its Details View (2) lists all users that are part of that group, 'members', and their user roles.

At the end of each row, you find the Delete icon which lets you remove that user from this group (3).

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User Groups - Projects Tab

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User Groups - Projects Tab

This section contains a short guide on the Projects tab in the Details View of a group.

The Projects tab is the second in the row of tabs, click its label to open it (1).

Inside, you find a list of all projects that are part of this group and their respective description if it exists. See: Edit User Groups

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User Groups - Custom Schemes Tab

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User Groups - Custom Schemes Tab

This section contains a short guide on the Custom Schemes tab in the Details View of a group.

The Custom Schemes tab is the third tab in the row of tabs available here (1).

It displays a list of all custom schemes that have been assigned to this group and their respective description if it exists. In order to edit the membership of custom schemes, refer to this topic: Add a User Group to a Custom Scheme

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User Groups - Ontologies Tab

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User Groups - Ontologies Tab

This section contains a short guide on the Ontologies tabs in the Details View of a group.

The Ontologies tab is the fourth tab in the row of tabs available here (1).

It displays a list of all ontologies that have been assigned to this group and their respective description if it exists. In order to edit the membership of custom schemes, refer to this topic: Edit User Groups

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Add New User Groups

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As a PoolPartySuperAdmin, you can create your own user groups in PoolParty in just 5 steps.

Users in the PoolPartySuperAdmin role can create new user groups. For more information on the PoolPartySuperAdmin role, see User Roles in PoolParty.

  1. Open the User Management using the icon in the toolbar.

  2. Select the Groups node in the User Administration tree on the left.

  3. Select Create Group.

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    Tip

    Alternatively, you can access this option by double clicking the Groups node.

    The Create User Group dialogue opens.

  4. Enter a group name of your choice.

    PoolParty allows characters and digits. The group name cannot contain any spaces.

  5. Confirm with Create.

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    The new group displays beneath the Groups tree as well as in the Groups list on the right.

For information on how to manage permissions and access rights, see User Rights Management.

Delete a User Group

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Users in the PoolPartySuperAdmin role can delete user groups in PoolParty. Follow our step-by-step guide to learn more.

Users in the PoolPartySuperAdmin role can delete user groups in PoolParty. For more information on the PoolPartySuperAdmin role, see User Roles in PoolParty.

  1. Open the User Management using the icon in the toolbar.

  2. Select the Groups node in the User Administration tree on the left.

    In the Details View on the right, you find a list of all existing user groups for this PoolParty instance.

  3. Select Delete next to the user group you want to delete.

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    Note

    You cannot delete the user group Public. For more information, see User Groups in PoolParty.

    The Delete Group confirmation message opens.

  4. Confirm with Delete.

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