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Speaking of groups...


The groups in TOTVS Identity are useful for linking applications in batches for the company's users and are also used for configuring the multifactor authentication feature.

The EVERYONE group is available in all Identity companies and includes all active users. Users cannot be removed from this group, and it cannot be deleted or renamed. An application assigned by the context administrator to the EVERYONE group is added to the Launchpad of all users.

Groups imported from Active Directory are also listed and display additional information below the group name. The original name of the group in Active Directory and the domain from which the group was imported are provided. Users added via Identity in the imported Active Directory groups are not synced with the original group in AD. However, if the addition is done via Active Directory, the user is automatically added to the group in Identity after being imported and accepted by the administrator.

All group creation, editing, deletion, or querying events are recorded in the Identity Audit Report (documentation in Portuguese language).


Accessing groups


01. Open the Groups menu.

A list of all groups registered in the company's context in TOTVS Identity is presented, both those imported from Active Directory and those created manually. Next to each group's name, the number of associated applications is displayed.


Searching for groups


01. Open the Groups menu.

02. In the Search field, enter the name of the group you wish to search for.

You can only search for groups imported from Active Directory; to do this, change the All field and search for the desired AD.


Viewing a group


01. Open the Groups menu.

02. Locate the group you wish to view.

03. Click View .

This action opens the Group Data screen, in which you can view the associated users and applications and the name of the Active Directory from which the group was imported. Other actions allowed on this screen are: associating or removing users, associating or removing applications, and editing or removing the group.

Attention:

You cannot edit, delete, or remove users from the EVERYONE group.


Creating a new group


01. Open the Groups menu.

02. Click Create new group.

03. Fill in the necessary information in the Group Data tab.

Group name
Name to identify the group.

Description
Optional description for detailing the group.

04. In the Users tab, select users to be part of the group.

05. In the Applications tab, select applications to display in the Launchpad of the group's users.

06. Click the Create group button to finish the creation.

After the group is created, associated users can see in their Launchpad the applications selected for the group.


Editing a group


01. Open the Groups menu.

02. Locate the desired group in the list.

03. Click Edit .

You can edit the name and description of the group.

Attention:

The change in the group's name is not synced with Active Directory.

04. Click Edit to confirm the group change.


Removing a group


01. Open the Groups menu.

02. Locate the group you wish to remove.

03. Click View to open the Group Data screen.

04. Click Delete .

A message is displayed notifying the administrator that the users associated with the group will lose access to the linked applications.

05. Click Delete to confirm the deletion.

After confirmation, only the group is removed; the associated users and applications remain in TOTVS Identity.


Users associated with the group


Associating users

01. Open the Groups menu.

02. Click More options and select Associate users.

A list of users is presented. You can use the search field to find users by name.

03. Select the users that should be associated with the group.

Tip:

You can associate users in batches through the e-mail domain. Enter the email domain to display a confirmation message notifying that all users with the specified domain should be associated to the group.

04. Click Associate to confirm it.

Users associated to the group will have the linked applications in the Launchpad. Users added via TOTVS Identity to groups imported from Active Directory are not synced with the original group in AD.

Removing users

01. Open the Groups menu.

02. Click More options and select Manage users.

A list of users associated to the group is displayed.

03. Locate the user to be removed and click Remove user .

After removing the user from the group, they will no longer have access to the applications linked by that group.

Querying users

01. Open the Groups menu.

02Locate the group the users of which you wish to query.

03. Click View .

The Group Data page is displayed, with the associated users in the Users tab.


Applications associated to the group


Associating applications

01. Open the Groups menu.

02. Click on More options and select Associate applications.

03. Select the applications you wish to associate to the group.

You can use the search field to find the desired applications.

04. Click Associate to confirm it.

After confirmation, the applications selected are automatically added to the Launchpad of all associated users.

Removing applications

01. Open the Groups menu.

02. Click on More options and select Manage applications.

A list of applications linked to the group is displayed.

03. Locate the application to be removed and click Remove application  .

After removing the application from the group, all users in the group lose access to the application.

Querying applications

01. Open the Groups menu.

02. Locate the group the applications of which you wish to query.

03. Click View .

The Group Data page is displayed, with the associated applications in the Applications tab.