> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.fynapse.app/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.fynapse.app/_mcp/server.

# Groups

## Overview

The **Groups** screen allows you to add groups to Fynapse. The screen also allows you to edit, clone, and delete selected groups. Each group can contain multiple users and roles, making access and security management more effective.

## Definition of Group

A group is a set of users and roles that grant users belonging to such groups the same level of privileges and access to Fynapse data.

## Default System Groups

By default, the following groups are provided with Fynapse:

* Viewers
* Editors
* Bulk Operators
* Bulk Uploaders
* Service Operators
* Fynapse System Administrators
* Fynapse Security Administrators
* Fynapse REST API Client
* Workflow Administrators
* Workflow Approvers

## Groups Screen

The **Groups** screen comprises the following elements:

* The **Add** button - click it to create a new group
* The **Refresh** button - click it to update information about groups
* The grid - use it to see a list of all added groups. The grid has the following columns:
  * **Type** - displays information if a group was predefined and comes with Fynapse (system group) or if the group was created for particular purposes in Fynapse (custom group).
    > **Info**
    >
    > System groups cannot be deleted. They can be partially edited, that is, the external group mappings and the list of assigned users can be amended.
  * **Name** - a name of a group added while creating the group
  * **Description** - optional additional information added while creating the group
  * **Roles** - lists roles assigned to a particular group
  * **Data Permissions** - displays information to which data permission rules this group is assigned, i.e., to which data sets this group will have access
  * **Number of users** - displays how many users are assigned to this group
  * **Updated on** - a date when the last changes to the group were saved
  * **Details** - contains the chevron, which you can click to view details for a selected group. To go back to the **Groups** screen, click the breadcrumb.

Additionally, you can:

* Sort columns ascending or descending, and set their visibility by clicking the three dot icon next to the names of columns
* Filter content within some columns to find particular information

In addition, at the bottom of the screen, you can:

* See a number of pages that display groups and buttons to navigate between pages
* See information which page you are currently viewing and how many pages are available in total
* Decide how many groups you want to display on one page
* See how many groups are presented on the page

## New Group Screen

This screen is displayed when you click the **Add** button on the **Groups** screen. It allows you to define a new group. The screen comprises the following elements:

* The action buttons:
  * The **Save** button - click it to save a new group
  * The **Cancel** button - click it to discard the new group
* **Details** - contains the following information about a group:
  * **Name** - the unique name of a group
  * **Description** - additional information about the group
* **External group mapping** - defines external groups from which users will be automatically assigned to the particular group that you are currently creating in Fynapse:
  * The **Add** button - click it to add the mapping:
    * **Identity provider name** - a name of the external identity provider
      > **Info**
      >
      > To set up the IdP configuration via SSO, you need to raise a request with Aptitude Software Support.
    * **External group name** - a name of a group provided by the external identity provider
* **Roles** - names of roles that can be assigned to the group
* **Data Permissions** - names of data permission rules that grant access to defined data sets
* **Users** - names of users that can be assigned to the group

## Group Details Screen

This screen is displayed if you click the chevron in the **Details** column. The screen comprises the following elements:

* The action buttons:
  * The **Edit** button - click it to edit a selected group
  * The **Clone** button - click it to clone the selected group
  * The **Delete** button - click it to delete the selected group
    > **Info**
    >
    > Keep in mind that system groups cannot be deleted and can only be partially edited.
* Group details in dedicated panels:
  * **Details** - displays information about a group name and its description
  * **External group mapping** - displays information to which external groups the particular group is mapped
  * **Roles** - displays information about roles assigned to this group. You can click the name of the role to see its details.
  * **Data Permissions** - names of data permission rules assigned to this group. You can click the name of the rule to see its details.
  * **Users** - displays information about users assigned to this group. You can click the name of the user to see its details.
  * **History** - displays information about the group history, that is, creation date with the user responsible for creation, and the last update date with the user responsible for this update

## Tutorials

#### How to Add a Group?

1. Go to **Security > Groups**.
2. Click the **Add** button.
3. Provide basic information about a group:
   1. Into the **Name** field, type a unique name for the group.
   2. Into the **Description** field, type an optional description.
4. If you need to map this group to external groups:
   1. Click the **Add** button.
   2. From the **Identity provider name** field, select the name of an external identity provider.
   3. Into the **External group name** field, type a group name provided by the external identity provider.
      > **Tip**
      >
      > To add more mappings to external groups, click the **Add** button several times.
5. Assign roles and users to the group:
   1. In the **Roles** panel, select checkboxes next to the roles you want to assign.
   2. In the **Users** panel, select checkboxes next to the users you want to assign.
6. Assign data permissions to the group by selecting checkboxes next to data permission rules names. Each data permission rule gives access to different data sets.
7. Click the **Save** button to save the group or the **Cancel** button to discard your changes. The new group will appear in the **Groups** grid.

#### How to Edit a Group?

> **Tip**
>
> Only custom groups can be fully edited. System groups can be partially edited; only the external group mappings and the list of assigned users can be amended.

1. Go to **Security > Groups**.
2. In the grid, find a group you want to edit, and in the **Details** column, click the chevron.
3. Click the **Edit** button.
4. Introduce necessary changes.
5. Click the **Save** button to save the group or the **Cancel** button to discard your changes.

#### How to Clone a Group?

1. Go to **Security > Groups**.
2. In the grid, find a group you want to clone, and in the **Details** column, click the chevron.
3. Click the **Clone** button.
4. Introduce necessary changes.
5. Click the **Save** button to save the user or the **Cancel** button to discard your changes.

#### How to Delete a Group?

> **Tip**
>
> Only custom groups can be deleted.

1. Go to **Security > Groups**.
2. In the grid, find a group you want to delete, and in the **Details** column, click the chevron.
3. Click the **Delete** button.
4. Confirm your action. The group will be deleted.

## Learn More

* [Roles](/documentation/instance-management/security/security-management/roles)
* [Users](/documentation/instance-management/security/security-management/users)
* [Data Permissions](/documentation/instance-management/security/security-management/data-permissions/data-permissions-overview)
* [Default System Roles Overview](/documentation/instance-management/security/security-management/data-permissions/data-permissions-overview)
* [Security Best Practices](/documentation/instance-management/security/security-management/security-best-practices)