Managing Security Groups

Security Groups are used to structure SiteThe name given to a particular data logger in the field. As a logger may have several meters connected, the data associated with a Site name may cover many different measurements of conditions at that location, such as velocity, level and rainfall., ChannelA stream of data from a Site containing such information as flow rate, depth, temperature, etc. for which the users of a client wants to monitor over time. A Site may have a single channel or many channels, but each channel may originate from only one Site. and custom resource permissions. Groups are organized with the use of folders, which contain any number and combination of Sites, Channels, custom resources, and permitted users.

When a new Client is added to FlowWorks, a 'Parent Group' is automatically created, in which all user accounts are placed - this provides a central starting point for managing permissions. By default, all users in the Parent Group can view all Sites, Channels, and resources in your system: typically, a group administrator will setup the most basic permissions in this group. Then, by adding Sub-groups, they can give more advanced users additional permissions to complete other functions. Administrators also have the option of making sub-groups within Sub-groups, for further segregation. There is virtually no limit to how many sub-groups you can have.



Below is an example of a basic Security Group tree, which divides permissions firstly based on location:

WaterWorks is a Client of FlowWorks. They have a Parent Group that contains a list of all it's users. Two Sub-groups (Everett and Vancouver) were made to divide users based on location, and to provide location-specific permissions. Within each location are a few Sub-groups (Analysis, Engineering and GIS), which were made to provide users in specific departments additional permissions.


In this topic:

Note: Only Group Administrators can create new Security Groups and modify the settings of existing Groups.

Creating a 1st level Sub-group

Important: We highly recommend that you understand the difference between User Roles and Security Groups, so you can better grasp common terminology used throughout this topic (and many more). Please read "About User Roles & Security groups" before you make any changes to Security Group settings.

the 1st level sub-group is the highest level that an Administrator can create. New Parent Security Groups cannot manually be made by any type of user. If you wish to make a new Parent Security Group, please contact us by submitting a new support ticket.

These directions explain how to create a 1st-level sub-group, that of which branches from your (‘your’ being the Client) Parent Security Group; then we discuss how to add users and permissions to this new branch.

To create a new 1st-level Sub-group:

  1. Log-in to your FlowWorks account.
  2. From the main toolbar, hover your cursor over . A drop-down menu appears.
  3. Click . This will navigate you to the User List.
  4. Click Security Groups. The security Groups page will load.

    Note: If you have lots of Group Folders and Sites, it may take a few moments for the Security Groups page to load.

  5. Locate the desired Parent Security Group from the left panel. This is the Security Group that you would like the new Sub-group to branch from.
  6. Right-click the Parent Security Group and select . The main page will refresh, revealing a blank Sub Group page.
  7. Enter a Name and Description for the new Sub-group.
  8. From the Available Users list, 'check' any users you wish to include in this new Sub Group. Selected user names will automatically populate in the Selected Users list.
  9. From the Available Sites / Channels list, 'check' the Sites / channels you want to permit users in this Group to see. The Site / Channels you select will automatically populate in the Selected Sites/Channels list.
  10. From the Available Resources list, 'check' the resources you want to permit users in this Group to see. This step only applies if you (the Client) have custom resources, apps, screens and / or GIS maps. All selected entries will automatically populated in the Selected Resources list.
  11. Click . The left panel, containing the list of all Security Groups in your enterprise, will refresh with your new Sub-group its Parent Group.

Creating a 2nd level Sub-group and below

2nd, 3rd, 4th, etc. level Sub-groups can be made to create even further granular control over your network. Simply right-click the sub-group that you want your new group to reside in. Then, select . To setup the sub-grup, follow steps 7-11 from the previous set of instructions.

Editing a Security Group

These steps apply to any tier of Security Group, including the Parent Group. Revised group settings will immediately apply to all user accounts included in the group.

  1. Log-in to your FlowWorks account.
  2. From the main toolbar, hover your cursor over . A drop-down menu appears.
  3. Click . This will navigate you to the User List.
  4. Click Security Groups. The security Groups page will load.

    Note: If you have lots of Group Folders and Sites, it may take a few moments for the Security Groups page to load.

  5. Locate and select the Security Group you wish to edit, and select it. The Group's settings will population on the right side of the page.
  6. Make your edits to the Group. You can change the name, description, as well as the users, Sites / Channels and Resources that are permitted within this group.

    Note: The Name of any Parent Security Group cannot be changed; however the name of any Sub-group can be modified.

  7. Click . The left panel, containing the list of all Security Groups in your enterprise, will refresh.

Deleting a Sub-group

Note: Parent Security Groups cannot be deleted.

To delete a Sub-group:

  1. Repeat steps 1 thru 4, as described in the previous section.
  2. Locate the desired Security Group you wish to delete from the list in the left panel.
  3. Select the desired group. Details of the Security Group will appear on the right side of the page.
  4. Scroll to the bottom of the page.
  5. Click .
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