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Adding and Managing Groups

This guide is intended for IT support.

About groups 

Groups are created to give multiple users similar security and filtering permissions in School Manager. When a group is created, filtering rules, usage, and reporting features can be configured for users in that group simultaneously, instead of assigning such rules to individual users.

Adding a group 

IMPORTANT: Naming Groups and Subgroups

Group names are permanent: You cannot change the name of a group once created. To change a group’s name, you need to delete that group and create a new one with the correct name. 

Using special characters: You can use special characters (/, *, #, ^) in group names to inform users immediately that a group is a subgroup. For example, a Grade or Year 12 Music class can be named “YEAR 12/MUSIC” or “GRADE 12/MUSIC”.

To add a group:
  1. Go to Configuration > Users and Groups > Groups.
  2. Select Add Group and enter the group's name in the Add Group dialog.
  3. On the Manage Group screen, enter the group’s:
    1. Provider (indicates “local” for manually created groups)
    2. Provider DN
      NOTE: Provider and Provider DN are inactive for manually created groups, and auto-populated for groups created through third-party authentication services (for example: LDAP, Google Integrations, Azure, SIS, etc.)
    3. Subgroups (select from the list if available, or create one)
    4. Owners (select from the list if available)
  4. Select SAVE.

The Users list in the Manage Group screen will appear when users are assigned to the group. This is completed on the Manage Users page. See: Adding and Editing Users in School Manager.

Managing groups

WARNING: Complete group configuration in your school’s authentication service first

If your school uses a third-party authentication service (example: LDAP, Active Directory, Google Integrations, SIS, etc.), you should complete all group configuration in the authentication service before syncing your data with School Manager via Configuration > Authentication > (your school’s third-party authentication service).  

If you change the settings of an authenticated group in School Manager, these changes may be lost after syncing. See: Authentication

Above: An example of configuration syncing for a third-party authentication service.

Managing group details

To update a group’s details:

  1. Locate the relevant group in Configuration> Users and Groups > Groups.
  2. Select the group’s name or its corresponding Edit button on the Operations column.
  3. On the Manage Group screen, enter the required updates.
  4. Select Save.

NOTE: Name and Organization Unit cannot be edited. Provider and Provider DN are inactive for locally/manually created groups and auto-populated for groups that were created through third-party integrations (LDAP, Google Integrations, Azure, SIS, etc.)

When you open a group authenticated through a third-party service, its Manage Group page includes a padlock icon.

Assigning a subgroup

To assign a subgroup, you need to first configure it as a group.  

  1. Complete the steps for adding a new group.
  2. On the Subgroups dropdown on the Manage Group screen, select the group.
  3. Select Save.