Create a New Group

When creating a new group, you will be requested to define the group’s role and select the group members, either by picking individual members, or via SAML group(s) integration.

1. Log in to Finout as an Admin user.

2. Navigate to Settings.

3. Select the Groups tab.

4. Choose Create Group.

5. Input a suitable Group Name.

6. (Optional) Define the Group Role, e.g., Admin.

   Each user in a group inherits the role assigned to that group. A user's permissions are then a union of both their role and the group's role they are a part of.

7. (Optional) Provide a brief Group Description.

8. Add individual group members or input a group using the SAML Group mapping. Repeat this process for each user or SAML group you want to include in the group.

   Note:

   • When adding a SAML group in Finout, ensure that the group name is exactly the same as your SAML group name.

   • Once you add SAML groups, all users within that group will be automatically linked to the new group as soon as they log into Finout.

9. Once Done, click Create to finalize the group setup.

   Note:

   • SAML Mapping: To use SAML mapping, you need to configure your SSO provider to send the SAML Groups Attribution. Please follow the instructions on your SSO provider to enable SAML Groups Attributes.

   • See how to Configure Okta to Send the Groups Attribute.