Cascade Portal: Adding and Removing Group Members

Adding and Removing Users from User Groups in the Cascade Portal

Author: Eric Vasbinder

Overview

From time to time, you will need to add or remove users from the local AD groups that are managed through the Cascade portal. These user groups in your Viewpoint ERP Cloud tenant are actually AD user groups behind the scenes, groups whose membership controls permissions and access to various resources. These resources can include things such as the ability to run the RDP apps that have been published in your environment or perhaps mounting the Viewpoint Repository or ADP file shares using SMB over an IPSEC VPN.

As such, it is important for anyone with admin rights in the Cascade portal to understand how to add or remove users from user groups. Please read on for detailed instructions on how to first add a user, then on how to remove a user from a user group in Cascade.

Adding a User from a Group

Browse to https://cascade.viewpoint.cloud and then log in.
Once logged in you will see your main Cascade home screen, which should be the "User Management" tab, showing the users in the local AD in your Viewpoint cloud environment.
Please click on "Group Management" to proceed.

Figure 1: Click "Group Management", once you are logged in.

4. Click the PENCIL icon in the row of the group from which you would like to add or remove users.

Figure 2: Click the User Group to Edit

5. Once the group screen has loaded, please click "Add Members" to show a list of the users in your environment that you can add.

NOTE: Users MUST be added in to Cascade prior to attempting to add them to a group.

Figure 3: Click "Add Members"

6. Select the user(s) to add to the group.

7. Click the underlined "+Add Members".

Figure 4: Select the Users to add and then click "Add Members".

8. Once the new users have appeared in the above members list, please click Update Group.

NOTE: If you do not click Update Group, the process will NOT be completed and the users will NOT be added.

Figure 5: Click "Update Group"

Removing a User from a Group

Once you are on the group management screen, please click on the "Trash can" to remove the user(s) in question the group list.
Click "Update Group" to push through the change.

NOTE: Again, as per the above, if you do not click on "Update Group" your changes will NOT be completed and the users will remain in the group.

Figure 6: Removing a user from a group.

changelog

Friday, 26 January 2024 at 12:57PM:

Replaced reference to group to show that pencil icon needs to be clicked

Tuesday, 31 October 2023 at 11:48AM:

Initial publication