Manage platform user groups

This section is intended for Cloud Commander administrators who create and manage platform user groups and add users to platform user groups.

A platform user group is a group that is only available in Cloud Commander. It is used to assign platform roles to group members who perform tasks in Cloud Commander.

The following tasks guide you through the process of creating and editing platform user groups including how to add roles and members to the groups.

• Add users to a default or existing platform user group
• Example: Add new users to the CC Technicians group
• Add a new platform user group with roles, scopes, and members

Platform user groups are assigned platform roles that enable the group members to access and execute Cloud Commander tasks. See Manage platform roles.

Cloud Commander users only see the menu options and dialogs for their assigned roles. See Platform roles required for specific tasks. For the list of all Cloud Commander roles, see Platform roles dictionary.
If you can't see a menu option or dialog that you need, contact the Cloud Commander administrator at your MSP organization.

Most often, members of platform user groups are employees of your MSP organization who administer, manage, and monitor the Cloud Commander functions. However, you can enable your customers to manage their own products and subscriptions using Cloud Commander, so you may create a platform user group for that purpose.

Cloud Commander includes the following default platform user groups to get you started. You add users to the groups according to job responsibility. After Cloud Commander is setup, you can customize these groups or create your own platform user groups as needed:

• CC Admins
• CC Technicians
• CC License Admins

During the initial Cloud Commander setup, the first Cloud Commander user is assigned to each of the default platform user groups. You can assign more users to the groups as needed. For more information, see Default platform user groups.

Add users to a default or existing platform user group

1. On the left navigation, select Identity > Groups.

   If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.

2. Filter or search to find the group you need and select the group name to view its details.
3. On the group details page, go to the Members tab.
4. Select Assign members.

   When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.

   

5. Select the checkbox for one or more users to add to the group and select Next.

   

6. Review the list of members to add. If you need to make changes, select Back. Otherwise, select Done.

   The user(s) are added to the group and display on the members list.

Example: Add new users to the CC Technicians group

Before you can add new users to a group they must be imported from the cloud or added using Cloud Commander. See Add a user.

1. On the left navigation, select Identity > Groups.

   If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.

2. Search for CC Technicians and select its name to view the details.
3. Go to the Members tab.
4. Select Assign members.

   When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.

   

5. Select the checkbox for one or more users to add to the group and select Next.

   

6. Review the list of members to add. If you need to make changes, select Back. Otherwise, select Done.

   The user(s) are added to the group and display on the members list.

Add a new platform user group with roles, scopes, and members

1. On the left navigation, select Identity > Groups.

   If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.

2. Select New group.

   

3. In the wizard, select the Platform user group type and select Next.

   

4. Use the drop-down menu to select the Organization to assign to the group.
5. Enter a Group name and a Description for the group and select Next.
6. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm to add the new group.
7. Select Done to go the new group's details.
8. Assign roles to the group:
   1. Go to the Roles tab and select Platform Roles.

      

   2. Select Add assignments.
   3. Use the drop-down menu to select the Role you want to assign to the group and select Next.

      

   4. Confirm that the checkbox for the group is selected and select Next.
   5. Select the checkboxes for scopes you want available to the group and select Next.
   6. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm and then Done.
9. Assign members to the group:
   1. Go to the Members tab.
   2. Select Assign members.

      

   3. Select the checkbox for one or more users to add to the group and select Next.

      

   4. Review the list of members to add. If you need to make changes, select Back. Otherwise, select Done.

      The user(s) are added to the group and display on the members list.

Related articles

• Platform role management
• Manage platform roles
• Default platform user groups

Updated: Jul 09, 2024