User Groups

User groups determine which sources and applications users can access in (PME). Each user is a member of at least one user group.

PME has two built-in groups, the Global group and the Unassigned group. Members of the Global group can access all sources and applications in the system. Members of the Unassigned group can access none of the sources and applications in the system. Members of the Unassigned group are also not allowed to log into PME Web Applications.

In addition to the built-in groups, you can create any number of custom user groups in PME. Use User Manager to create a custom group and define which sources and applications its members can access.

NOTE: User group membership determines which sources and applications are visible to a user. User groups do not set the user access level for the group members. Access levels are set for each user individually as part of the user account settings.

The user group feature only applies to the Dashboards, Diagrams, Trends, Alarms, and Reports applications in PME. For all other applications users have full access to all sources regardless of their group membership.

Rules

The following rules apply to group membership in PME:

A user is a member of at least one group.
A user can be a member of multiple groups.
When a new user is created, it is automatically added to the Global group.
If a member of the Global group is added to another group, it is automatically removed from the Global group.
If a user is removed from the Global group without being added to a custom group, it is automatically added to the Unassigned group.
If a user is removed from its last custom group, or this group is deleted, the user is automatically added to the Unassigned group.
If a member of a custom group is added to the Global group, it is automatically removed from all custom groups.
A supervisor-level user can only be a member of the Global group.
If a non-supervisor level user that is a member of a custom group is promoted to supervisor, it is automatically removed from all custom groups and added to the Global group.
If the last custom group is deleted, all of its members are moved to the Global group.

The following rules apply to resource access by groups in PME:

A user that is a member of multiple groups can access the sources of each group.
If a member of a custom group is deleted or removed from the group, then this user's public content, such as dashboards or reports, remains available to the group.
If a member of a custom group is deleted or removed from the group, then this user's private content, such as dashboards or reports, is only available to users in that group who have Edit permissions on this item type.
If a member of a custom group is removed from the group, then this user has no longer access to any of its content, such as dashboards or reports, that was created during its group membership.

Limitations

The following limitations exist for user groups in PME:

The Global and Unassigned user groups cannot be renamed or deleted.
The default settings for which sources and applications can be accessed in the Global and Unassigned user groups cannot be changed.
User group names must be between 1-255 characters long. Any leading or trailing whitespace characters are removed.
If a user group name contains a ] (left angle bracket), the bracket must be followed by a space or be at the end of the name.
If a user group name contains a & (ampersand), the ampersand must not be followed by a # (hash).