Manage User Groups
A user group is a list of user names to make working in Meridian Cloud easier for organizations with many users. Meridian Cloud provides a default set of group names that you can use to assign security and tasks in Meridian Cloud. One user can be assigned to multiple groups.
Each default user group is assigned a security role in PowerWeb, where the role is a named set of permissions. This assignment can be different based on its project type or document type, thus allowing the security to be very flexible based on each user's role and responsibilities.
Note:
Do not assign users to multiple default user groups, because security roles can conflict. For example, Reviewers and Approvers roles cannot Edit properties. Therefore, Project Owners, Document Controllers, and Contributors should not be added to Reviewers or Approvers groups.
This security role is then assigned permissions within a scope. A scope is used to control the availability of commands, views, and documents in PowerWeb. The configuration of each scope is hard-set, and cannot be modified by a Tenant Administrator. Certain permissions may be allowed by the security role to enable functionality, but they may not be accessible by the scope. For lists of the default groups that are assigned to each scope, see the Scope Roles section.
To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.
To create a new group:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon 
.
The Account Settings page appears.
-
In the Account Settings menu, click User Management.
The User Management page appears and shows the existing users and groups.
-
Click the Groups tab.
The list of existing groups appears.
-
In the toolbar, click 
Add.
The Add new group dialog box appears.
-
Click options or type values using the descriptions in the following table.
-
Click Save.
The group is added to the Groups list.
Group properties
| Name |
Type a permanent name (50 characters max.) for the group. It may not be changed later and it must be unique (case-insensitive) within the Meridian Portal account.
|
| Description |
Type an optional description (254 characters max.) of the group. It may be changed later.
|
To edit the properties of an existing group:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
-
In the Account Settings menu, click User Management.
The User Management page appears and shows the existing users and groups.
-
Click the Groups tab.
The list of existing groups appears.
-
Click the Actions icon 
of the group that you want to edit and then click Edit on the menu that appears.
The Edit group dialog box appears.
-
Edit the desired properties.
-
Click Save.
Note:
- Adding a user to the Account Configurators group also automatically grants them the Tenant Administrator role.
- Users with the Tenant Administrator role will automatically become members of the Account Configurators group.
To edit the membership of an existing group:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
-
In the Account Settings menu, click User Management.
The User Management page appears and shows the existing users and groups.
-
Click the Groups tab.
The list of existing groups appears.
-
Click the name of the group that you want to edit.
The Group details page lists the current members of the group.
-
Choose between two options:
-
To add members:
-
In the header, click Add.
The <GroupName> dialog box appears and lists the names of all users who are not already members of the group.
-
Select the users that you want to add to the group.
Type part of a user's name in the Search box to filter the list.
-
Click Add.
The selected users are added to the Users list for the current group.
-
To remove members:
-
Click the Remove icon 
in the row of the user that you want to remove.
The Remove Users dialog box appears.
-
Click OK.
If project members have been individually invited as contractors to a project, you can merge them into a contractor group if needed. The viewing rights on their individual documents will be shared within the group.
To view information about the membership of a group:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
-
In the Account Settings menu, click User Management.
The User Management page appears and shows the existing users and groups.
-
Click the Groups tab.
The list of existing groups appears.
-
Click the name of the group that you want to view.
The Group details page opens to the Users tab. The Users tab lists the current members of the group, and details about these members.
-
To view the projects the group has been assigned to, click the Projects tab.
You can then open the project and adjust the project's membership.
The Account Configurators, Senior DC, DC Operations, and DC Engineering groups are required for PowerWeb to function properly. The system will not allow you to delete these groups.
To delete an existing group:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
-
In the Account Settings menu, click User Management.
The User Management page appears and shows the existing users and groups.
-
Click the Groups tab.
The list of existing groups appears.
-
Click the Remove icon in the row of the group that you want to remove.
A dialog box opens, asking you to confirm your choice.
-
Click OK.
The group is removed from the Groups list.
Create a New Group