Manage Groups

This guide outlines the process for administrators to manage user groups within the GimCore system. Groups are fundamental for organizing users and assigning roles and permissions efficiently.

Accessing the Manage Groups Screen

To access the Group management interface, navigate through the left-hand administration menu:

1. From the main dashboard, locate and click on Users.
2. Within the Users sub-menu, select Groups.

This action will direct you to the Manage Groups screen, where you can view, add, edit, and delete user groups.

📊 Understanding the Groups Data Table

The central component of the Manage Groups screen is the data table, which displays all configured user groups. Each row represents a single group, and the columns provide key information:

• Name: Displays the unique name assigned to the group. This name is used for identification throughout the system.
• Key: Shows the programmatic key or identifier for the group, often used in system configurations or integrations.
• Description: Provides a brief explanation or purpose of the group.
• Status: Indicates whether the group is currently Active or Inactive.
• Is default: Specifies if this group is designated as the default group for newly registered users.
• Actions: This column contains actionable icons for managing individual group records.

➕ Adding a New Group

To create a new user group:

1. Click the Add New button located at the top right of the Manage Groups screen.
2. A modal dialog will appear, prompting for group details:
   • Name: Enter a unique and descriptive name for the new group.
   • Description: Provide a brief account of the group's purpose or the type of users it will contain.
   • Key: (Optional) Enter a unique key for programmatic reference. If left blank, the system may auto-generate one.
   • Status: Select Active or Inactive to define the initial state of the group.
   • Is default: Check this box if this group should be automatically assigned to new users upon registration.
3. Click the Save button within the modal dialog to create the group.

✏️ Editing an Existing Group

To modify the details of an existing group:

1. Locate the desired group in the data table.
2. In the Actions column for that group, click the Edit (pencil icon) button.
3. A modal dialog, pre-populated with the group's current information, will appear. You can modify the following fields:
   • Name: Update the group's name.
   • Description: Revise the group's description.
   • Key: (Note: The key is often critical for system integrity and may not be editable after creation, or changes require careful consideration.)
   • Status: Change the group's status between Active and Inactive.
   • Is default: Toggle whether this is the default group.
4. Click the Save button within the modal dialog to apply your changes.

🗑️ Deleting a Group

To remove a user group from the system:

1. Locate the group you wish to delete in the data table.
2. In the Actions column for that group, click the Delete (trash can icon) button.
3. A confirmation dialog will appear, asking you to confirm the deletion. This is a critical step, as deleting a group is often irreversible and can impact associated users or permissions.
4. Confirm the action to proceed with the deletion. The group will be removed from the system.

Note: Before deleting a group, consider reassigning any users currently belonging to it to another group to avoid orphaned user accounts or permission issues.