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Groups

The LifeOmic platform allows users to create groups to manage access control.

Note

If these menu items do not appear, contact your admin for additional permissions.

Create, edit, or delete a group

  1. Click the logo at the top of the page.
  2. Click Account Info to display the Account Info page. Create Group
  3. On the Account Info page, click on the Groups tab.
  4. To create a new group, click New Group.
    1. Enter a Group Name.
    2. Enter a Group Description (optional).
    3. Click Add.
  5. To edit a group, click the ... next to the group's Group Description and click Edit Group.
  6. To delete a group, click the ... next to the group's Group Description and click Delete Group.

Invite a user to a group with email

You must invite users to their first group with this email invitation to the PHC. After a user joins their first group, the admin can easily add them to additional groups, see Add a user to a group with the Users tab.

  1. Click the logo at the top of the screen to go to the home screen and then click on Account Info. Access Control Account

  2. On the Account Info page, click on the Groups tab, find your desired group, and click New Invitation. New Invite

  3. On the Invite User dialog that appears, fill in the Email field, click on the login method you prefer, and click Invite. New Invite

Caution

Invitations expire after thirty days and are no longer displayed on the Invitations page. Repeat the Invite users to a group procedure to renew an invitation.

Accept an email invitation

  1. An email will be generated automatically and sent with the invitation. Click on the link.

    Group Invitation

  2. After signing in, navigate to the invitation through the top right account info button.

    Group Invitation

  3. Click REJECT or JOIN.

    Group Invitation

Add a user to a group with the Users tab

Note

If these menu items do not appear, contact your admin for additional permissions.

  1. On the Account Info page, click on the Users tab and scroll or search to find your desired user.
  2. Mouse over the user's row to reveal the hidden menu and click the add this user to a group icon. Add User
  3. On the dialog that appears, click the Select a group menu to find the desired group and click Add. Add User Select

View groups and policies for a user

  1. Click the logo at the top of the screen to go to the home screen and then click on Account Info. Access Control Account

  2. On the Account Info page, click on the Users tab and scroll or search for the desired user.

  3. To reveal the groups that contain the user, mouse over the user's row to reveal the hidden menu and click the User's Group Membership icon.
  4. To add this user to a group, mouse over the user's row to reveal the hidden menu and click the Add this user to a group icon.
  5. To reveal the policies that affect the user, mouse over the user's row to reveal the hidden menu and click the View the policies for this user icon. View Groups

Last update: 2021-12-17