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Access Control: Groups Tab

Ingrid

The Groups tab in the Access Control page allows you to manage your Access Control Groups, including add groups, edit groups, delete groups, and edit group settings.

See Access Control Group user permissions.

Go to Settings ➔ Access Control ➔ Groups.

Fields

Field Description
Group Name The name of this group.
User Count The number of users in this group.
Company Count The number of companies in this group.
Allocated Subscriptions The number of subscriptions that have been allocated to this group.
Used Allocated Subscriptions The number of allocated subscriptions that have been used by this group.

Adding or Editing Groups

* Required.

  1. Select the Add Group button at the top-right to create a new group or select the Edit button to edit an existing group.
  2. Group Name*: Assign a name for your group.

Edit Group Options

Option Description
Default Group

Set this group as the default group. It will then be displayed at the top of the groups listing as the default and can be identified by the Default Group label.

The All Companies group is initially set as the default group. Since new users are automatically added to the default group, they have access to all companies. If you would like to restrict access for new users, select another group as your default group.

If using SAML, you can choose the group for each user by specifying the group as part of the SAML assertion.
Company Details Allow this group to set company details (Tiers, life cycles, and company relationships) apart from the global group.
  • Global: Your portfolio configurations are shared with all users.
  • Group: Set up your portfolio to be specific to a particular group.

In order to allow an Access Control Group to create group tiers (independent from the global group Tiers), the group must include a portfolio admin or a group admin. This admin can create customized group tiers by navigating to Risk Program Setup > Tier Settings > Manage Group Tiers.
Rating Bundles Enabling this option provides users visibility into companies that are bundled with their group’s subscribed companies (rating bundles), even if they are not directly subscribed to that company.
Companies Assign companies to this group.
  • Use the search bar and the available filters to search and select companies for your group.
  • Select the (+) Icon Add button to select a company to add to your group.
  • The Scroll icon indicates subscriptions have been allocated to the group. The group is subscribed to and manages the company. Other companies are also subscribed and are sharing the allocated subscription.
  • Use the Companies tab to manage multiple companies for your group at once.
Countries Assign countries to this group.
  • Use the search bar to search and select countries for your group.
  • Select the (+) Icon Add button to select a country to add to your group.
  • The Scroll icon indicates subscriptions have been allocated to the group. The group is subscribed to and manages the country. Other entities are also subscribed and are sharing the allocated subscription.
  • Use the Companies tab to manage multiple countries for your group at once.

Subscription Settings

When managing the companies in a group, select the [+ Icon] Add or [- Icon] Remove buttons to set your desired flexibility. This can be configured for each subscription type.

Once a company is subscribed by a group, it is allocated and owned by that group. The owning group is the only group that can manage the subscription. Visibility to the company can be shared among all groups. When other groups subscribe to the company as a shared subscription, it does not use up additional subscriptions.

  • Full Access: Admin can configure the access to all available subscriptions.
  • Limited Access: Admin can configure access to an allocated number of subscriptions.
  • Shared Access: Admin can configure access only to companies that have been subscribed to; they cannot subscribe to additional companies.

Deleting a Group

Select the [Trash Bin Icon] Delete button next to a particular group.

Groups that are associated with users, companies, or countries cannot be deleted unless they are removed from the group.

  • May 23, 2023: “Manage Access” renamed to “Access Control.”
  • July 13, 2022: Clarified requirements for creating custom group tiers.
  • April 27, 2022: Descriptor for the scroll icon.

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Feedback

2 comments

Date Votes
  • Chand Maddumage

    Hi Ingrid, can we please get these "Manage Access Groups" and other Manage Access instructions on a PDF document?

    Adding group of suppliers.

    Deleting etc.

    Thanks,

    chand.maddumage@cibc.com

    0
  • Ingrid

    The instructional PDF for managing Access Control Groups is now available in Access Control Groups.

    0

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