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TABLE OF CONTENTS

• Introduction
• What are User Groups?
• Key Benefits of User Groups
• How User Groups Work
• Important Considerations
• How to Setup?

Introduction

Managing user access permissions efficiently is crucial for any system administrator. With the introduction of User Groups in the Users section, CustomerGauge empowers administrators to streamline this process, saving time and reducing complexity.

What are User Groups?

User Groups are a new feature in the Users section that allows System Administrators to create sets of common access permissions that can be applied to users. This eliminates the need to manage individual user access user-by-user, significantly improving efficiency. Each user can be assigned to one User Group, with pre-defined access restrictions, simplifying access management.

Key Benefits of User Groups

• Simplified Access Management: Manage access permissions for multiple users simultaneously, reducing the complexity of individual user management.

• Enhanced Security: Ensure consistent access control across your organization, minimizing the risk of unauthorized access.

• Increased Flexibility: Easily adjust permissions for groups of users as your needs evolve.

How User Groups Work

1. Creating a User Group: Administrators can create new User Groups in the User section and define the Role, Division Data Access, and Segment Data Access for each group.

2. Assigning Users to a User Group: Once a User Group is created, users can be assigned to it.

3. User Group Access Control: When a user is assigned to a User Group, their access permissions are automatically inherited from the group. However, Administrators can override these inherited permissions by manually editing the individual user's Role, Division Data Access, and Segment Data Access settings when editing a User.

Important Considerations

• Single Group Assignment: Each user can only be associated with one group at a time.

• Group Access Precedence: If a user is assigned to a group, the group's access permissions can be overridden by any individual settings configured for that user.

How to Setup?

Follow these steps to set up User Groups in CG

1. Navigate to User Groups: Go to Users → User Groups in the CustomerGauge platform.

2. Add a new group:  Click on the Add a new group button to start the group creation process.

3. Configure Group Details:
   

   1. Name: Provide a descriptive name for the group.

   2. Identifier: Enter a unique identifier for the group. This is typically the ID used to identify the group in your Identity Provider (IdP). This field is mandatory, even if you do not use Single-Sign On (SSO).

   3. Role: Select the appropriate role for users in this group, determining their feature access. 

   4. Division: Define the division that users in this group will belong to, controlling their division data access. 

   5. Segment Filters: Refine access further by adding segment filters to restrict data access based on specific criteria.

4. Save the User Group: Once you've configured all the details, save the group. It will then be available for use in CustomerGauge.

Important Note: Ensure that the users in your organization who will be assigned to this Group have the correct permissions and Group ID defined in your IdP, matching the identifier setup in CustomerGauge. This ensures proper synchronization and access control.