Create and Manage Groups

Access to group management features is controlled by dedicated permissions within the Settings module. The settings.groups.view permission allows a user to see the groups list and is granted to the Administrator, Manager, Finance Manager, and Standard User roles. The settings.groups.add permission allows an Administrator to create a new group and is exclusive to the Administrator role. The settings.groups.edit permission allows an Administrator to modify an existing group's details and is also exclusive to the Administrator. The settings.groups.allocate_credits permission allows the Administrator, Finance Manager, and Manager to allocate credits to a group. The settings.groups.export permission allows the Administrator to export the full groups list to a file.

Navigating to Groups

Log in to CERTInext as an Administrator. In the left-hand navigation, click Settings to expand the section, then click Users & Roles. On the Users & Roles page, click the Groups tab to open the groups management view. The Groups list displays all existing groups with their names, member counts, and associated metadata.

Creating a New Group

Only the Administrator role can create a new group (permission: settings.groups.add).

From the Groups tab, click the + Add Group button. The Add Group form opens. Enter a clear and descriptive Group Name that reflects the team, department, or functional unit the group represents - for example, Infrastructure Team, Security Operations, or APAC Sales. Add a Description to explain the group's purpose so other Administrators understand its intended membership.

If credit allocation is relevant to this group - for example, if the group represents a cost centre that needs its own certificate budget - the Administrator or Finance Manager can allocate credits to the group either during creation or afterwards via the Edit Group screen. Click Save. The new group appears in the Groups list immediately.

Editing a Group

From the Groups tab, locate the group you want to modify and click the View button in its Action column. On the Group Detail page, click the Edit (pencil) icon. You can update the Group Name, Description, and credit allocation. Click Save. Changes take effect immediately for all users assigned to that group.