Configure custom user groups

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2025

Custom user groups can be created if you would want to create a new user group from the scratch . It provides the capability to create user groups based on specific user attributes. For example, if the attribute defined in the condition of a user group is based on a specific location, then all the users who are associated with that specific location will be automatically assigned to the respective group.

Create custom user group

To create a custom user group:

  1. Click Configuration > Security.
  2. Navigate to the User Groups tab.
  3. Click + Create User Group to open the Create User Group dialog.
  4. Enter the name of the user group, provide a suitable description and select the users to be added to the user group.
  5. You can select to add the users manually or using a filter.
    Note: Multiple filters can be added and the evalution criteria can be selected based on match all filters or match any filters.
  6. Click Create.
Note: A group created using a filter is automatically updated whenever a new user is added to the workspace or details of any existing user is updated. Updating the respective group with the assigned roles and permissions will automatically update the users assigned to the group.

Add users

The users can be added to a user group manually or using a filter.
  • Manually : On selecting this option you can manually add the users from the list by selecting the checkbox.
  • Using a filter : The filter has three sections, <attribute><operator><value>. It allows you to filter users based on specific attributes, and users who meet the defined criteria will be automatically added to the user group.
    • In the first field, select the attribute to be a part of the filter. An attribute can be any parameter available in the cataloged datasource. For example, it can be a user’s last name, phone number etc.
    • In the second field, select an operator to compare the values and include only those that satisfy the condition.
    • In the third field select or enter a value. The third field is dynamic and varies depending on the operator selected in the second field.
    • Multiple filters can be added for evaluation by clicking Add filter.
    • When multiple filters are added, choose the evaluation to Match all filters or Match any filters. Match all filters condition displays results that match all the conditions defined in the filter and Match any filters condition displays results that match any of the conditions specified in the filter.
    • Click Update Preview to view the users satsifying the defined conditions and would be added to the user group.

Operators supported in filter

Operator Description
is Selects records where a field's value is equal to a specified value. For example, Age is 30 selects records where the age is 30.
is not Selects records where a field's value is not equal to a specified value. For example, city is not Chicago, displays all the values excluding Chicago.
in Selects records where a field's value matches any value in a specified list. For example, City in ['New York', 'Los Angeles'] selects records with cities matching either "New York" or "Los Angeles."
not in Selects records where a field's value does not contain any value in a specified list. For example, City not in ['New York', 'Los Angeles'] selects records for those cities that do not have the values as "New York" or "Los Angeles."
contains Selects records that contain a literal or field value. For example, firstname contains [‘Abc’] selects all the records whose first name contains Abc.
does not contain Selects records that do not contain a literal or field value. For example, firstnamedoes not contain[‘Abc’] selects all the records whose first name does not contain the literal Abc.
starts with Selects records that start with a specified value. For example, first namestarts with [‘Ash’] includes only those records whose first name start with Ash.
ends with Selects records that ends with a specified value. For example, first name ends with [‘def’] includes only those records whose first name ends with def.

View user group details

To view the user group details:

  1. Click Configuration > Security.
  2. Navigate to the User Groups tab.
  3. Click the user group name to open the User Group Details dialog.
  4. You will see the Users, Roles, and Security Policies that are associated with the user group.
  5. Click Save.

Edit user group

To modify an existing custom user group:

  1. Click Configuration > Security.
  2. Navigate to the User Groups tab.
  3. Use the search bar to locate the user group and click the name of respective user group .
  4. Modify the name of the user group, description, associated users, roles and security policies.
  5. Click Save.
Warning: The name and email address cannot be edited. If this information has changed, note their current role(s) and then create a new user with the appropriate information and identical roles.

Duplicate user group

Tip: Duplicating a user group will duplicate the selected users. Roles and Security Policies will not be duplicated and can only be configured through Security Policies.

To create a duplicate of an existing custom user group:

  1. Click Configuration > Security.
  2. Navigate to the User Groups tab.
  3. Use the search bar to locate the user group and click the ellipsis next to the name and select Duplicate.
  4. The Duplicate User Group dialog box opens listing the name of the exisitng group and the associated details.
  5. Modify the name of the user group and description.
  6. You can modify the users included in the new user group by reselecting the desired users.
  7. Click Duplicate.

Delete user group

To delete a custom user group:

  1. Click Configuration > Security.
  2. Navigate to the User Groups tab.
  3. Use the search bar to locate the user group and click the ellipsis next to the name and select Delete.
  4. The Delete User Group dialog box opens with the name of the user group you would want to delete.
  5. A message indicating that deleting the user group removes it from all security policies and roles displays.
  6. Click Delete.