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Copy file name to clipboardExpand all lines: _includes/docs/pe/user-guide/groups.md
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@@ -97,12 +97,72 @@ For example, let's create an action to quickly go to the dashboard with full inf
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{% include images-gallery.html imageCollection="action-configuration" showListImageTitles="true" %}
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### Batch operations
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### Group permissions
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Use the Permissions tab to define who can access the entities inside this group and what actions they can perform.
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A permission links a Group role to a User group and applies only to the entities inside this group.
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Permissions supplement tenant-wide RBAC and do not override global restrictions. See [Group roles in RBAC](/docs/{{docsPrefix}}user-guide/rbac/#group-role){:target="_blank"}.
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**How to add group permissions:**
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- Open **Entity group details** → **Permissions** tab.
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- Click "**+**" (Plus icon) to add a group permission.
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- Select **Role** (Group role) from dropdown list.
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- Select **User group owner**[Tenant](/docs/{{docsPrefix}}user-guide/ui/tenants){:target="_blank"} or a specific [Customer](/docs/{{docsPrefix}}user-guide/ui/customers){:target="_blank"}, and **User group**
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- Click "**Add**" to save. The group permission appears in the table.
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You can **Edit** or **Delete** existing group permissions at any time from **Permissions** tab:
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-**Edit**: click "**Edit**" (pencil icon) of the target permission → update fields → "**Save**".
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-**Delete**: click "**Delete**" (trash icon) of the target permission → "**Confirm**".
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Changes take effect immediately for all members who can access the group.
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To review assigned permissions from the [user side](/docs/{{docsPrefix}}user-guide/ui/users/#assigning-permissions-to-user-group): Open **Users group** details → **Roles** tab.
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## Batch operations
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Over each entity of the group, you can perform operations such as: change the owner of the entity, move it to another group, add or remove an entity from the group.
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{% include images-gallery.html imageCollection="batch-operations" showListImageTitles="true" %}
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## Share entity group
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Sharing a group provides access to all entities inside the group at once and creates a permission entry that links this entity group to the selected user group.
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**How to share an entity group:**
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- In **Groups** tab, click "**Share**" icon in the row of the target group.
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- Choose [**Customer**](/docs/{{docsPrefix}}user-guide/ui/customers/){:target="_blank"} from dropdown list.
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- (Optional) Enable **All users** checkbox to provide access to every user of that customer.
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- Choose the Permissions access: Read, Write, or Other (Roles).
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- Click "**Share**" to apply. The access is propagated to all entities within the group.
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To update or revoke access, open the group [permissions](#group-permissions) tab and edit/delete the corresponding permission.
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## Make group public or private
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Public groups provide read-only access to anyone (no sign-in). Use it for non-sensitive data only. When you set a group as Public,
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the platform adds permissions to that entity group for the Public customer’s "Public users" group.
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**Make public:**
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- In the **Groups** tab, click "**Make public**" icon of the target group.
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- Confirm in the dialog.
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The Public checkbox becomes enabled for this group.
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{% capture public %}
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**Note:** Public dashboards that use device data, require the dashboard and the related device group must be public.
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{% endcapture %}
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{% include templates/info-banner.md content=public %}
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**Make private (revoke public access):**
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- In the Groups tab, click "**Make private**" icon of the target group.
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- Confirm in the dialog. Public access is removed.
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If you need controlled access for specific customers or users, use [Share entity group](#share-entity-group)
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or configure entries on the [Permissions](#group-permissions) tab.
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## Delete entity group
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You can delete an entity group along with all its entities using one of the following ways:
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