This article covers how to add users to groups within Stellic. Stellic groups are used to manage permissions for multiple users, or can also be used to create groups of users to receive various types of messages and notifications. If you wish to use groups just for the purposes of messages, notifications, etc within Stellic, you can add users to a group and then not assign any permissions.
There are three ways to add users to groups in Stellic:
1. Manually through the application
2. By adding a column for user group in the user file being sent to Stellic.
3. Through SSO attribute (currently only available for SAML institutions)
We will investigate each of these options in this article. Please note that while there are multiple ways to add users to groups, the only way to remove users from a group is manually through the Stellic application.
Adding Users to Groups Manually
To begin, go to the Staff tab.
⚠️ Note Super Admin users are the only user type that can see this tab.
You can either assign users to an existing group, or create a new group. You can filter for existing groups by selecting "Type">"Groups" on the filters tab. You can create a new group by selecting the "Create new group button" on the right side of the page.
If you are creating a new group, you will need to select a unique name for the group. The name can always be changed by clicking on the group title at the top of the page.
On the "Overview" page, you can assign or remove users from the group. To add users, click on the "Add new" button. You can add users individually by searching for their name or username, or you can add multiple users by entering usernames separated by a comma, space, or semicolon.
You can remove a user by clicking on the "remove" option that appears next to their name.
Adding Users to Groups via a File Feed
Users are typically added to Stellic via a file from the institution. It is possible to also use that file to indicate a user's affiliation with a group or groups. If this is an option you're interested in pursuing, please contact your Stellic representative to get more information.
Controlling Users' Group Membership Through SSO Attribute
Institutions can choose to send an additional attribute as part of SSO to dictate which groups a user should be a part of. Upon login, we look at this attribute to update the user’s groups in real time (thereby controlling their permissions in Stellic). The institution must set up the group in Stellic (including the permissions) and send Stellic’s (exact) group names in the SSO attribute for this to work.
This allows institutions to control permissions more tightly as a user's access is determined at the point in which they log in, and their access can be controlled through one host system on the institution’s end.
This option is currently only available for institutions using SAML login. If you are interested in using this option for your institution, please contact your Stellic representative for more information.