Active Directory (AD) Groups for Role Synchronization

Required Permission — Allow System Configuration

Roles are collections of permissions that determine what users can do in Uptivity. You can relate roles to Active Directory (AD) group names so that user roles, associated QA Groups, and permissions are synchronized at each login based on AD group membership. For more information, see Roles and Permissions Overview.

This topic assumes that you are on the Security page at Configuration → Web Portal Settings → Security.

After making any changes on the Security page, the system requires an IIS restart for the changes to be reflected.

Add AD Groups for Role Synchronization

  1. Under Active Directory Settings, ensure the checkboxes are all selected. The checkboxes must be selected for the user to have access to features in Uptivity.
  2. Click Add Group.
  3. Enter the name of the AD group exactly as it appears in Active Directory.
  4. Click Add/Edit Roles. Adding a role is necessary for the feature to work, although it is not marked as required by the system.
  5. Select the roles that should be assigned to users in this AD group, then click Apply.
  6. Click Save.

Edit AD Groups for Role Synchronization

  1. Click General.
  2. Under Active Directory Settings, ensure the checkboxes are all selected. The checkboxes must be selected for the user to have access to features in Uptivity.
  3. Click Add/Edit Roles. Adding a role is necessary for the feature to work, although it is not marked as required by the system.
  4. Edit the roles that should be assigned to users in this AD group, then click Apply.
  5. Click Save.