Capture Server Pro - Groups Configuration

Users can be added and removed from Catalogs in the Catalogs page within the Configuration App. These processes vary slightly depending on your catalog type.

For more information on catalogs, reference the Catalog Configuration Article.
For more information on users, reference the Users Configuration Article.

The following actions can be used to manage groups:

• Add a Group to a Local Catalog
• Add a user to a Group
• Remove a user from a Group
• Add a Group to an AD or Azure AD Catalog
• Remove a Group

Add a Group to a Local Catalog

1. Open the Configuration app's Catalogs
2. Select a local catalog from the Current Catalog
3. On the Groups tab, click Add a Group. The Add a Group window will open.
4. On the Add a Group window, type a Group Name.
5. Click Add a Group.

Add a user to a Group

1. Open the Configuration app's Catalogs
2. Select a local catalog from the Current Catalog
3. On the Users tab, select a user.
4. Click User Actions> Add User to Group. The Add User to Group window will open.
5. On the Add User to Group window, select one or more groups from the Group Name
6. Click Add to Group.

Remove a user from a Group

1. Open the Configuration app's Catalogs
2. Select a local catalog from the Current Catalog
3. On the Groups tab, select a user.
4. Click Group Actions> Remove User From Group. The Remove User window will open.
5. On the Remove User window, click Confirm.

Add a Group to an AD or Azure AD Catalog

1. Open the Configuration app's Catalogs
2. Select an Active Directory catalog from the Current Catalog
3. On the Groups tab, click Add a Group. The Add a Group window will open.
4. On the Add a Group window, create the list of groups that you want to add.
   • To add a group to the list, type the group name from Active Directory in the box and then click Validate. Repeat this process for each group that you want to add.
   • To remove a group from the list, click the Delete button () next to the group that you want to remove.
5. Click Add Groups.

Remove a Group

1. Open the Configuration app's Catalogs
2. Select an Active Directory catalog from the Current Catalog
3. On the Groups tab, select a group.
4. Click Group Actions> Remove Group. The Remove Group window will open.
5. On the Remove Group window, click Confirm.
6. If you are using Active Directory or Azure Active Directory, On the Remove User window, choose how you want to handle the group’s users.
   • To remove the group and also remove the group’s users from the catalog, click Yes.
   • To remove the group but leave the group’s users in the catalog, click No.
   • To cancel removing the group, click Cancel.