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Creating and Managing Groups

A Group in Blueprint is a set of users that can be assigned a particular project role. By default, all new users in Blueprint possess a universal license type that allows them to access, view, create, and edit artifacts across projects.

A Group in Blueprint is a set of users that can be assigned a particular project role.

Universal License Type

By default, all new users in Blueprint possess a universal license type that allows them to access, view, create, and edit artifacts across projects. Instance Administrators can manage what their users can access and edit by creating Groups and assigning Project Roles to those Groups.

Group Types

Instance Administrators can manage their users' access by defining a Group Type for the Groups they create.

There are two types of Groups in Blueprint:

  1. Access Group - Access Groups are project-level groups. In an Access Group, the members are granted a certain scope (that is, which projects they can access) and then must have corresponding Project Role Assignments for privileges within those projects
  2. License Group - In a License Group, the members are granted one of two license types:
    1. Collaborate license type - allows the user to participate in reviews in the Review Experience
    2. Author license type - allows the user to have universal capabilities, including the ability to author artifacts in the system
Users with a Collaborate license can only access the Review Experience through a URL provided they are a participant of that Review. They cannot access any other part of Blueprint.

A Group cannot have both a scope and a license type — it must have one or the other.

Access Groups allow the administrator to define scope and License Groups allow the administrator to define a license group. Consider assigning your users to a License Group to assign their License Type, and to Access Groups to define what privileges they have within the system.

For users to properly view projects, they must be granted access to those projects by creating Role Assignments. For more information, see the Project Role Assignments article.

Creating Groups

To create a new Group in Blueprint:

  1. Navigate to Settings by clicking the hamburger menu in the top left
For information on how to access the Blueprint Settings, see About Blueprint Settings.
  1. Expand User Management
  2. Select Groups
  3. In the Groups page displayed, select Add Database Group or Add Windows Group

Add Database Group

  1. In the New Group page displayed:
    1. Enter a group name in the corresponding field
    2. (Optional) Enter a group email that is used to deliver notifications to one collective email address
    3. Select the Group type in the Group Type dropdown. For more information about Group types, see the About Groups article
      1. If you select License Group, select the license type in the corresponding dropdown
      2. If you select Access Group, select the scope by clicking the Select Scope button and then selecting the project in your instance to give the group access to in the Open Project modal
    4. Click Save
      The user is redirected to the Manage Group page where you can begin adding members to the newly created Group.

Add Windows Group

Instance Admins who already have Active Directory configured for their instance can add Windows Groups as well. This will add all relevant members of the group to the instance of Blueprint.

To see more about, see the Managing Active Directory Settings article.

For information on how to add members to a Group, see the Add Users to Groups article.

You can create a Group without adding any members, and add them later.

Editing Groups

To edit Groups:

  1. Navigate to Settings by clicking the hamburger menu in the top left
    For information on how to access the Blueprint Settings, see About Blueprint Settings.
  2. Expand User Management
  3. Select Groups
  4. Locate the applicable Group to edit

You can use the search bar at the top of the page or the pagination at the bottom of the page to navigate through the Groups in your instance.

  1. Click the Group Name
  2. Edit the Group as needed and then click Save
    The Group Type cannot be changed after creation of the Group.

Deleting Groups

To delete Groups in Blueprint:

  1. Navigate to Settings by clicking the hamburger menu in the top left
    For information on how to access the Blueprint Settings, see About Blueprint Settings.
  2. Expand User Management
  3. Select Groups
  4. Locate the applicable Group to delete

You can use the search bar at the top of the page or the pagination at the bottom of the page to navigate through the Groups in your instance.

  1. Click the Group Name
  2. At the bottom of the Group Details tab, click Delete
    1. To delete multiple Groups, from the Group screen select the checkbox next to the names of all the groups you want to delete, click the Actions dropdown and click Delete.

Adding Users to a Group

To add users to a Group:

  1. Navigate to Settings by clicking the hamburger menu in the top left
    For information on how to access the Blueprint Settings, see About Blueprint Settings.
  2. Expand User Management
  3. Select Groups
  4. Locate the applicable Group that will have users added and click the Group Name
  5. Select the Group Memberships tab
  6. Click Assign Members
  7. Select the checkbox for the user or Group to add and click OK.
    You can use the search bar at the top of the page or the pagination at the bottom of the page to navigate through the Groups in your instance.

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Creating and Managing Users

Creating and Managing Instance Administrator Roles

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