Updating Groups

Who can Update Groups

Updating a group requires manage permission on the group. Organization Admins have manage permission on all groups in their organization.

Please contact your organization admin or support if you need to request manage permission for a specific group.

How to Update a Group

1. Navigate to the group's standard action menu (available on the groups index page or on the group's detail page)
2. Select Edit Group.
3. Apply desired changes. Descriptions of all settings are provided below.
4. Select Save to confirm the changes or Cancel to discard them.

Profile Settings

• Group Name: Group’s display name
• Group Slug: Group’s alias name
• Organization: Organization which the group belongs to. If you would like to move a group to a different organization, please contact support.
• Group Description: Description of the group. 
• Roles: Permission bundles that grant access to specific features and functionality in Platform. Groups can have one or more roles assigned to them.
• Default Timezone: Default timezone used for automating scripts & workflows. Applies to users with this as their Primary Group. Users can edit their personal 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

The Related Groups tab allows you to configure the permissions of other groups on the current group.

Adding a parent group with “manage” permission will:

• Allow users in the parent group to edit this group and add new group members.
• Allow users in the parent group to assume role of users who have this group as their primary group. See our Assume Role documentation 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.

Advanced - Compute Partitions

Use this tab to select default compute partitions for jobs, notebooks, and services run by users who have this group as their primary group.

These settings control which compute resources the workloads will use, by default. Having non-standard settings for compute partitions is uncommon. To learn more about Compute Partitions, go here. 

How To Remove a User from a Group

Removing a user from a group is a user account change and therefore requires manage permission on the user. To remove a user from a group:

1. Find the user you wish to remove and open the standard action menu.
   • This option is available from the users index page or user detail page.
   • To see all users who belong to a group, go to the group’s detail page and click Members. From there, you can click on a user’s name to navigate to their detail page.
2. Select Edit User.
3. Select the Group Membership Tab.
4. 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.
5. Select Save to confirm the changes.

See Updating Users for more information.

How to Delete a Group

Deleting a group requires manage permission on the group. Groups can only be deleted if no users belong to the group. 

1. Remove all members from the group.
• Please see instructions above.
2. Navigate to the group’s standard action menu (i.e. )
3. Select Delete.
4. Select Delete again to confirm the group deletion or Cancel to disregard the changes.