Assigning groups to roles

This example demonstrates how to assign groups to roles to control access across the organization using role-based group membership.

Example scenario:

There are three distinct access levels across the organization: Data Admins, Analysts, and Visual Consumers.
There are three teams: Marketing, Sales, and Operations.

The Require all groups option is used to ensure that users must belong to both groups to receive the role.

On the main navigation bar, click the Gear icon and select Manage Roles.
On the Manage Roles page, click the Edit icon for the role you want to update.
On the Role Detail page, open the Members tab.
In the Groups section, click EDIT GROUP(S).

The Role Assignment modal appears.
Select the groups you want to assign from the dropdown list.
Click ADD, then click APPLY.

The Groups list now contains the newly added groups.
Enable Require all groups.
Click APPLY CHANGES.

A confirmation message appears briefly.

Repeat these steps for each role listed in the table below.

Table 1. Roles and their group assignments
Role Name	Assigned groups
Marketing Data Admin	Data_Admins Marketing
Marketing Analyst	Analysts Marketing
Marketing Visual Consumer	Visual_Consumers Marketing
Sales Data Admin	Data_Admins Sales
Sales Analyst	Analysts Sales
Sales Visual Consumer	Visual_Consumers Sales
Operations Data Admin	Data_Admins Operations
Operations Analyst	Analysts Operations
Operations Visual Consumer	Visual_Consumers Operations