Creating new groups

Create a group to customize access to application features and documents for a set of users. With the groups feature, you can manage password policy and enable or disable multi-factor authentication for the users of a group.

1. Navigate to Admin → Groups.
2. To create a new group, click the Add group button.
3. In the Group info dialog, enter the following details:
   Note: Name and Parent group are mandatory fields. All other fields are optional.
   1. Name: Enter a name for the group.
   2. Parent group: Select a parent group for the user group.
   3. Default role: The Default role field is disabled at the time of group creation. After saving the group, you can edit the default role.
   4. Group type: Select from one of the following options:
      • Customer: Select Customer to create a group for EDX customers.
      • ERP partner: ERP partners provide services to EDX customers. Select this option to create a group for ERP partners. This will allow them to log in to EDX and verify data exchange between EDX and their ERP system.
      • External partner: External partners are trading partners of EDX customers. Select this option to create a group for partners of EDX customers, allowing them to access and use the EDX application.
      • Non customer: Select this option to create a parent group or non customer group for internal use.
   5. Customer relationships: Select one or more EDX customers to establish a relationship with the external partner.
      Note: Only available for External partner group type.
   6. Features: Select the features of EDX that you want to assign to the group. Use the Select all checkbox to select all features.
      Note: For further refinement of permissions at the group user level, see Role management.
   7. Partner groups: Select or type the partner groups that you want to assign to the group. Use the Select all checkbox to select all the available partner groups.
   8. Partner IDs: Select or type the partner IDs that you want to assign to the group. Use the Select all checkbox to select all the available partner IDs. You can also type partner IDs manually in the Partner IDs filed.
   9. Organization IDs: Select the Organization IDs that you want to assign to the group. Use the Select all checkbox to select all the available Organization IDs. You can also type organization IDs manually in the Organization IDs filed.
      If you select organization ids in this field, you can see the documents that match the values for this category. If the field is empty, you will not see any documents.
      Note: If you enable the Use display names, Use partner names or both options, based on your selection, EDX shows display names or partner names of your partner groups, partner IDs and organization IDs. For more information about display names, see Display names.
   10. Password expiry (in days): Specify the number of days after which the password expires for this group's users.
       A reminder to reset the password is displayed to the user if the password is about to expire within five days.
   11. Group capacity: Define the maximum number of users you can create for the selected group.
   12. Partner capacity: Define the maximum number of external partner groups that will have access to EDX.
       Note: Only available for Customer group type.
   13. Multi-factor authentication: Enable or disable the multi factor authentication. By default, multi factor authentication is inherited from the parent group.
   14. Use SSO login: To enable the Single Sign-On (SSO) login configuration, set the Use SSO login toggle to On. By default, the Use SSO login toggle is set to Off.
   15. SSO login type: Select the SSO log in type from the drop-down list.
   16. SSO client ID: Enter the client ID for the app you registered with the Identity Provider.
   17. SSO organization URL: Enter the full domain name of your organization.
   18. Document filters: Configure default filters for the Documents table. These filters are default filters for all users in the group. You can set the following categories as filters: Document, Sender, and Receiver.
4. Click Save to save the group.