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Creating Delegated Groups
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Creating Delegated Groups

TD Admins can create Delegated Groups and set up regional teams to manage data within the global platform. They can choose policies available to the group members and assign one or more Delegated Admins for the group. In the following example a TD Admin has created a Delegated Group for Japan Users who have access to a specific set of policies. The group has two Delegated Admins selected to oversee the group and apply or restrict policies.

This topic contains:

Creating a Delegated Group

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups.
  5. Select + Add Group.
  6. In the modal that opens, type the name of new Delegated Group and choose a Delegated Admin to oversee the group. Optionally, add a description for your new group and additional users at this time. A delegated group may have more than one delegated admin.
  7. Select Add Delegated Group.

Adding Users to a Delegated Group

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups.
  5. Select the delegated group to which you want to add users.
  6. From the displayed information panel, select Users.
  7. Select the pencil icon to add users to the group.
  8. Choose users from the left-hand pane and add them to the group.
  9. Select Save.

Deleting a Delegated Group

You can ungroup, or delete, Delegated Groups that no longer serve a function.

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups.
  5. Choose the group you want to ungroup and select the three dots to open the dialog.
  6. Select Ungroup.
  7. A dialogue opens confirming you want to ungroup the delegated group. All policies and users created within the delegated group remain. ** **
  8. SelectUngroup.

Selecting Delegated Policies

You can select the policies you want to make available to a given delegated group. However, policies you select are not assigned until you or a delegated admin assign them to the delegated group.

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups.
  5. Choose the group to which you want to add policies.
  6. Select Edit policies or choose the Delegated policies tab to view existing policies.
  7. Choose the policies to add to the delegated group.
  8. Select Save.

Editing Delegated Policies

You can edit the policies assigned to delegated group.

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups.
  5. Choose the group to which you want to add policies.
  6. Select Edit policies or choose the Delegated policies tab to view existing policies.
  7. Choose the policies to add to the delegated group.
  8. Select Save.

Updating the Delegated Admin for a Group

A Delegated Group must have a delegated admin assigned when the group is created. Delegated Admins which are removed from their role remain in the group and must be replaced with a new admin in order to save.

  1. Open TD Console.
  2. Navigate to the Control Panel > Security.
  3. Select Users & Groups.
  4. Select Delegated Groups and select the group whose admin you want to remove.
  5. Select Edit Delegated group or select the pencil icon from the Details tab in modal.
  6. In the Delegated Admins field, delete the existing Delegated Admin and select a new one using the pulldown.
  7. Select Save.
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