Creating and editing groups

Accruent user groups can be created either manually as described in this topic or by importing them from a Microsoft Active Directory as described in Synchronizing users and groups from Active Directory. Each Accruent user account can be a member of one or more Accruent groups.

Note:
  • The group Everyone is built-in, cannot be edited, and automatically includes all Accruent user accounts.

  • Accruent user accounts and groups can be created and modified from the Meridian Enterprise Administrator program if a connection from the EDM Server has been configured to the Meridian Enterprise Server services as described in the Accruent Meridian Enterprise Administrator's Guide. If there is a chance that another system administrator could be modifying the users or groups at the same time, refresh the page as described in this task by clicking REFRESH in the app bar to show the latest information.

To manually create a group:

  1. In Meridian Enterprise Server Administration Console, in the System Management group, click USER MANAGEMENT. The Users page appears and lists the existing user accounts.
  2. In the menu, click GROUPS. The Groups page appears and lists the current Accruent groups.
  3. In the app bar, click NEW. The NEW GROUP dialog box appears.
  4. On the BASIC page, click options or type values using the descriptions in the following table.
  5. Click SAVE.
Basic user group options
Option Description

Name

Type the name of the group.

Description

Type a description of the group for administrative purposes.

To edit a group:

  1. In Meridian Enterprise Server Administration Console, in the System Management group, click USER MANAGEMENT. The Users page appears and lists the existing user accounts.
  2. In the menu, click GROUPS. The Groups page appears and lists the current Accruent groups.

  3. To filter the list of group names:

    • Type the beginning of the group's name in the filter box and then press Enter or click the filter icon . The list is filtered on the text that you typed.

  4. Double-click the name of the group that you want to edit. The option pages for the selected group appear.

    5. To edit the options on the OVERVIEW page:

    1. In the General group, click EDIT. The basic options dialog box for the selected group appears.
    2. Click options or type values using the descriptions in the preceding table.
    3. Click SAVE.
    4. In the AUTHENTICATION group, click options using the descriptions in the following table.

Group authentication options
Option Description

CLEAR SECURITY TOKENS

Remove all security assignments for all members of the selected group. This will force all users of forms authentication to log on again.

ENABLE FORMS AUTHENTICATION

Enable forms authentication for all members of the selected group.

Note:

Each user for which forms authentication is enabled will permanently claim a client license as described in About licensing.

DISABLE FORMS AUTHENTICATION

Disable forms authentication for all members of the selected group.

    To add users to the group:

    1. In the menu, click MEMBERSHIP. A page appears that lists the group's current members.
    2. Click Add. The ADD MEMBERS dialog box appears and lists the current Accruent users.
    3. Select the users that you want to add to the group and then click OK. The selected users appear in the list of the group's current members.

    To remove a user from a Accruent group:

    1. In the menu, click MEMBERSHIP. A page appears that lists the group's current members.
    2. Select the users that you want to delete from the group and then click Remove. The selected users are deleted from the list of the group's current members.