Manage User Groups – Meridian Portal Knowledge Base

A user group is a list of user names to make working in Meridian Cloud easier for organizations with many users. Meridian Cloud provides a default set of group names that you can use to assign security and tasks in Meridian Cloud. One user can be assigned to multiple groups. By default, each group is assigned a security role in Meridian PowerWeb, where the role is a named set of permissions. This assignment can be different based on its project type or document type, thus allowing the security to be very flexible based on each user's role and responsibilities. For lists of the groups that are assigned to each role, see Normal folders.

You must be assigned to the Tenant Administrator role to perform this task.

To create a new group:

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
In the Account Settings menu, click User Management. The User Management page appears and shows the existing users and groups.
Click the Groups tab. The list of existing groups appears.
In the toolbar, click Add. The Add new group dialog box appears.
Click options or type values using the descriptions in the following table.
Click Save. The group is added to the Groups list.

Group properties
Option	Description
Name	Type a permanent name (50 characters max.) for the group. It may not be changed later and it must be unique (case-insensitive) within the Meridian Portal account.
Description	Type an optional description (254 characters max.) of the group. It may be changed later.

To edit the properties of an existing group:

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
In the Account Settings menu, click User Management. The User Management page appears and shows the existing users and groups.
Click the Groups tab. The list of existing groups appears.
Click the Actions icon of the group that you want to edit and then click Edit on the menu that appears. The Edit group dialog box appears.
Edit the desired properties.
Click Save.

To edit the membership of an existing group:

Adding a user to the Account Configurators group also automatically grants them the Tenant Administrator role.
Users with the Tenant Administrator role will automatically become members of the Account Configurators group.

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
In the Account Settings menu, click User Management. The User Management page appears and shows the existing users and groups.
Click the Groups tab. The list of existing groups appears.
Click the name of the group that you want to edit. The Group details page lists the current members of the group.
To add members:
1. In the header, click Add. The <GroupName> dialog box appears and lists the names of all users who are not already members of the group.
2. Select the users that you want to add to the group. Type part of a user’s name in the Search box to filter the list.
3. Click Add. The selected users are added to the Users list for the current group.
To remove members:
1. Click the Remove icon in the row of the user that you want to remove. The Remove Users dialog box appears.
2. Click OK.

To delete an existing group:

You may only delete groups that have not been used.
You may delete any default or custom groups except the Tenant Administrators and Account Configurators groups.

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
In the Account Settings menu, click User Management. The User Management page appears.
Click the Groups tab. The list of existing groups appears.
Click the Remove icon in the row of the group that you want to remove. A confirmation dialog box appears.
Click OK. The group is removed from the Groups list.