User groups

Quickly add users to projects in bulk using groups

Written by Serge Gershkovich
Updated over a week ago

SqlDBM's user groups feature allows project administrators to create groups, which allows for quick bulk adding of users to projects. Groups can be assembled from individual team members or project roles (e.g., modelers or consumers).

This is an Enterprise feature.

User groups

Groups can be managed by account admins from the Account screen. You can access the account screen from the Dashboard.

Create a group

From the account menu, follow the steps below to create a new group:

  1. Click "User Groups" in the left-hand menu

  2. Click the "Add group" button

  3. Give the group a name and click the "Add users in the group" button to proceed to add users.

Add users to a group

Users can be added to a group individually or through SqlDBM roles.

Add individual users

To add individual users, select them from the list of users in the account. Use the search to help narrow down the list.

Add users from a role

Users can also be added to groups from SqlDBM roles like modelers and consumers.

The user group has now been successfully created:

When a group is added to SqlDBM projects, those projects will be listed in the "Projects" column.

Add user groups to projects

From the project team menu of any project (see the article below on accessing and maintaining project teams), user groups can be added just like individual users.

  1. Click on the "Add Team Member" button

  2. Select the "Groups" tab

  3. Select or search for the group to add it to the project

  4. Select the "Can Edit" option to give the group modeler access to the given project

Edit a group

Existing groups can be edited from the User Groups screen.

Click the "Edit group" action to add or remove users or edit the group name.

Changes to group membership will be reflected in the projects to which the group has been added.

Remove a group

A group can be removed as long as it is not being used in any projects. When this is the case, a checkbox will appear to the left of the group name, which, once selected, will spawn a red "Delete n group" button.

Click the red button to delete the selected group.

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