Managing groups

Your institution can create and manage permissions for various user groups to fit your needs.

You can organize users into groups with assigned permissions, giving access to view and manage relevant parts of your Banno Apps.

  1. Navigate to Users & Groups.
  2. To view a list of all groups set up for your institution, select Group list in the Users & Groups navigation.
  3. Select a situation and follow the steps.
    Situation Steps
    Creating a group
    1. Select the Create a group button in the upper right-hand corner.

      A dialog box appears.

    2. Enter the following information:
      • Group name: simple name for the group being set
      • Description: a longer descriptor of the group's use or purpose
      • Reports to: determine if the group should report to another group and if approval should be required from a single user or all users in the approval group
      • Two-factor authentication: select to require users in this group to go through two-factor authentication upon login
      • Permissions: select individual permissions to determine the piece of the Banno Platform that should be made accessible to the group
    3. Select Create to create the new group.
    Managing group permissions
    1. Select the group's name in your list of groups.
    2. Update fields and permissions, as needed, to ensure the group is set up as you'd like.
    3. Select Save for changes to take effect.
    Deleting a group
    1. Select the group's name in your list of groups.
    2. Select the trash can icon in the upper right-hand corner of the screen.

      A dialog box appears asking you to confirm the deletion.

    3. Select Delete.
    Note: Deleting a group does not delete the users that are part of the group. It only deletes the group itself.