This section details on how to create, delete and update account group settings.

Creating a static account group

  • Login as an admin user.

  • Navigate to Manage → Click on Account Groups from the Account Management section.

  • Click + Add Account Group.

  • Account Group Name: Enter the desired name.

  • Group Description: Enter a desired account group description.

  • Method: Static Group.

  • Enforce Comment: Enable this option only if you want to ask comment for access to every account associated with this account group. If enabled, select Comment Min Length. The default is 1 which enforces to enter a minimum of one character/letter and at the time of access you can increase as per your requirement.

  • Allow Access Via APIs: Enable this option to allow access to the accounts in an account group via management APIs. Refer to API - Get Accounts by Account Groups for more details.

  • Required Ticket Number (optional): only enable this option if you want to validate the ticket from the ticketing tools. Refer to Integrating Ticketing Systems for all the supported tools.

  • Click Save to save the configuration.

The system allows adding accounts manually only to static account groups.

Creating an attribute-based account group

  • Login as an admin user.

  • Navigate to Manage → Click on Account Groups from the Account Management section.

  • Click + Add Account Group.

  • Account Group Name: Enter the desired name.

  • Group Description: Enter a desired account group description.

  • MethodAttribute Based Group.

  • Select the desired attribute refer to the Rule-Based group section from Working with account groups.

  • You can also add multiple attributes by clicking on the + button. 

  • Enforce Comment: Enable this option only if you want to ask comment for access to every account associated with this account group. If enabled, select Comment Min Length. The default is 1 which enforces to enter a minimum of one character/letter and at the time of access you can increase as per your requirement.

  • Allow Access Via APIs: Enable this option to allow access to the accounts in an account group via management APIs. Refer to API - Get Accounts by Account Groups for more details.

  • Required Ticket Number (optional): Only enable this option if you want to validate the ticket from the ticketing tools. Refer to Integrating Ticketing Systems for all the supported tools.

  • Click Save to save the configuration.

To enable the working of Attribute-based account groups you need to start the service by referring to Manage dynamic mapping of accounts.

Delete an account group

  • Login as an admin user.

  • Navigate to Manage → Click on Account Groups from the Account Management section.

  • Select the account group you want to operate.

  • Select delete option.

Deleting an account group deletes policies implemented at the account group level. All accounts are still available in the account inventory.