Introduction

User groups in PSIfusion represent a named set of users, and can be used to apply group based permissions, restrict login based on group membership or lack thereof and locate users by filtering on user group membership.

System Groups

PSIfusion creates a number of system managed user groups that are used for locating and filtering users based on a particular role or status.

NameDescription
AdministratorsList all users with Administrative access.
All UsersList all users within PSIfusion from all User Directories.
Disabled UsersLists all users that have been disabled. Disabled users are external users that have lost the link to their external LDAP account. This can happen if a valid LDAP user accesses PSIfusion and that user is later deleted from the LDAP directory.
Licensed UsersLists all users that have been assigned a PSIfusion license.
SupervisorsLists all users that have been granted the Supervisor role. Please refer to the Teams article for more information on Supervisors.
Unassigned UsersLists all users that are not currently assigned to a Team.
Unlicensed UsersLists all users that have not been assigned a PSIfusion license. Unlicensed users are not able to access the system, with the exception of the System Administrator, which never requires a license.

Adding or Editing User Groups

To add a new group click the Add button on the user groups tab. To edit an existing group, select the group you wish to edit and click the edit button. Both adding and editing a group share the same dialog, as seen in the screenshot below.

General Tab

Group Name

Give the group a unique name. The group name is used to locate the group in lists and controls within the administration module. Group names and group membership are not currently visible to non-administrator users.

Group Members

Check the users that should be members of the current group and uncheck any users you wish to remove from the group. The filter icon in each column header allows you to search for specific users or patterns of users.

Document Types Tab

The document types tab will only be visible if document type permissions have been enabled for the current organization. 

The document types tab enables editing of the permission set associated with the current user group. 

Restricting Access Based on Group Membership

User groups can be used to restrict access to PSIfusion based on group membership.  If you have connected an external LDAP directory, as documented in Adding an External User Directory; you can map LDAP groups to PSIfusion user groups for every user that should be allowed access to the application. Once all approved users have been mapped to a user group, enable login restriction based on user groups from the Organization Tab.

Any users that are explicitly mapped to a PSIfusion user group will be able to login and use the application. Any LDAP users that have not been mapped into a user group will not be able to login.

Remove a User Group

To remove a group from the system, select the group you wish to delete from the list of groups and click the Remove button.

Removed groups are not recoverable. If you wish to restore a removed group, you will have to add the group as a new group and reassign all group members and permissions settings manually.

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