On the Summary tab of the Dynamic Account Group dialog, review the rules defined and add the dynamic account group.
-
Review the rules defined for this dynamic account group.
- Return to the Account Rules tab to modify any of the rules if necessary.
- Click Add Account Group to create the dynamic account group.
From the Account Groups view, you can add one or more accounts to an account group.
To add accounts to an account group
- Navigate to Administrative Tools | Account Groups.
- Select an account group from the object list and click the Accounts tab.
- Click
Add Account from the details toolbar above the grid.
- Select one or more accounts from the list in the Accounts dialog and click OK.
Create an account to add to an account group
If you do not see the account you are looking for and you have Asset Administrator permissions, you can click
Create New. For more information the information to provide, see Adding an account. Click OK in the Accounts dialog to add the accounts to the selected account group.
Related Topics
Adding an account to one or more account groups
To add accounts to an access request policy
- Navigate to Administrative Tools | Account Groups.
- In Account Groups, select an account group from the object list and open the Access Request Policies tab.
- Click
Add to Policy from the details toolbar above the grid.
- Select a policy from the list in the Access Request Policy dialog and click OK.
To modify an account group's information
- Navigate to Administrative Tools | Account Groups.
- In Account Groups, select an account group from the object list.
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Select the view of the account group's information you want to modify (General, Accounts, or Access Request Policies).
For example:
- To change the selected account group's name or description, click the General tab then click the
Edit icon. You can also double-click an account group name to open an edit window.
- To add (or remove) accounts associated with the selected account group, click the Accounts tab. You can multi-select members to add or remove more than one from an account group. Then click - Remove Selected from the details toolbar above the grid.
- To add (or remove) accounts in an account group, double-click the dynamic account group and change the selections on the Account Rules tab.
- To add (or remove) the selected account group to the scope of a policy, switch to the Access Request Policies tab. For more information, see Access Request Policies tab (account group).
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To view or export the details of each operation that has affected the selected account group, switch to the History tab. To export, select the time frame then click
Export.