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Access Groups: Creation and account assignment

Goal: Create an Access Group and assign Accounts directly or through Tags. 

Access Group Creation 

 Next, navigate to the Admin > Access Groups tab, select the “+ Access Group” button, and complete the presented form. As described previously, these groups are based on existing teams or users with similar access. If you successfully configured the Active Directory’s Domain Groups, you can specify the login_groups tag and value here. Or specify a custom Tag, such as "Team: Alpha".

You can also select Roles if you already know which should be applied. Otherwise, ignore it.

Submit the form once you are happy with your new group.

Unlike an Account, you can specify the `login_groups` tag on an Access Group shown in the picture above. 

On completion, you will be presented with a page similar to the one below. Unfortunately, it’s empty. Let’s add some associated Accounts now.

Manual (Direct) Assignment

Select the “+ Manually Add Accounts” button, select the desired Account, and then “Add Account”. Immediately, you’ll see it presented in the Associated Accounts list.

This is a good solution for quick management. However, it can be cumbersome as usage grows. Therefore, we recommend tags!

Tag Assignment

First, navigate to the Admin > Accounts tab and select an existing Account. (Feel free to create another one!) Once selected, add a custom Tag such as ‘Team: Alpha”. If one already exists on the Account, such as “login_groups”, remember it. 

Next, navigate back to the Access Group, select the Tag Mapping’s “Edit” button, and specify that same Key: Value pair. It might look similar to the below picture.

In this example, the “Team: Alpha” and “login_groups: Alpha” were added through the Access Group’s Tag Mapping widget. If configured successfully, your Access Group might look similar to the below picture. If you remove the Access Group or Account’s tag, you will see Account automatically removed from this listing. 

The “login_groups” tag functions identically to a custom tag within the Access Group. Again, the only difference is that it's automatically assigned to the Account.

 This section taught us how to organize Accounts into different groups. This allows us to keep permission sets separated. Feel free to experiment with new Access Groups, Tags, and Accounts. If you still need additional pointers, review our Access Groups Documentation.

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