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Groups

Groups are the primary way to manage permissions in SEI. Instead of configuring access on individual user accounts, you assign permissions, roles, and data model access to a group, and every member of that group inherits them automatically. A user can belong to multiple groups, and permissions from all groups are combined.

When to use groups

  • Onboard a new team member by adding them to the right group instead of configuring their access from scratch.
  • Change access for an entire team by updating one group rather than editing every user account individually.
  • Separate access by department or role so each team only sees the data models, environments, and features relevant to their work.

Create a group

  1. In the navigation panel, select the gear icon to open the Administration section.
  2. Select Security, then Groups.
  3. Click New.
  4. Fill in the required fields.
  5. Click Create.

Groups properties

FieldWhat to enter
NameA descriptive name for the group, for example Finance Team or Sales Analysts.
Default Data Model RoleThe data model role automatically applied when the group is granted access to a new data model.
Display LevelThe highest authorization level at which members of this group can view data model columns.
Edit LevelThe highest authorization level at which members of this group can edit data model columns.
Combination OptionControls how permissions are combined when a user belongs to multiple groups. Groups with the same value here have their permissions merged, so the user gets access if any one of those groups grants it. Groups with different or no value keep their restrictions separate. Leave this blank unless you need to merge restrictions from specific groups.
DescriptionAny additional notes about the group's purpose or members.