This article describes Access Groups and how to use them within Unity® Entity Management

Administrators only:

**Note: ALL NEW USERS IN THE PLATFORM MUST BE REQUESTED TO BE ADDED BY UEM.SUPPORT@DYEDURHAM.COM**

Access Groups are a way to segregate data so individuals can only access the entities they are required to access.  

Creating Access Groups

Visit the Access tab from the main navigation and click the second option down > Access Groups from the side navigation

1. Click New in the top right corner and create a name for the Group
2. Select User Groups
3. Click Create

Once your new Access Group is created, you can manage access to it by viewing the Access Group.

1. Select the Access Group you would like to manage.  If you need to change the name, click on Edit on the Overview Screen
2. To add users that have already been added to the platform**, click Edit from the side navigation
3. Click Add
4. In the Add New Access modal select the Access Group or groups you would like to grant access to
5. Click Next
6. For each individual/User Group set the Role to grant the appropriate level of access to the Access Group(s)
7. If required, set an Access Expiry Date.  Based on the access expiry date, user access will be revoked to the Access Group selected
8. All individuals/groups of individuals will receive an email when granted access to an Access Group.  If you wish to NOT send an email, simply deselect the Send email invitation tick box
9. Click Add

Add entities to an Access Group

Once an Access Group is created, you can add entities to one or many Access Groups through the main entities view.  

1. Click on the Entity Details Tab
2. Scroll down to Company Group and select the Group the entity is to be added to. 
3. Note:  There is a Default Group under which all entities can be found by Administrators.