Configure Proxy User Groups

Proxy User Groups can be created two different ways:

1. Directory Groups synchronized from your Active Directory or LDAP server, or,
2. "Standalone" Proxy User Groups created in the DrawBridge (no AD/LDAP server association)

Directory Groups as Proxy User Groups

(Active Directory/LDAP server sync)

• Ensure your Active Directory/LDAP server has been configured per the directions in the How To Guide: Set up Active Directory Sync
• Ensure the Directory User Groups (Accounts / Groups / Directory Groups) have synchronized from your AD server.
• Navigate to Directory User Groups under Accounts / Groups.
• Select the Directory User Group you wish to set as a Proxy User Group
• In the Directory User Group record view, tap the Edit pencil button (note in this screenshot that the Proxy Group designation is No).
• In the Edit/Update popup, toggle Proxy Users to Yes, as shown in this screenshot, and Save
• Now the Directory User Group is a Proxy User Group
• Next Step: Proceed to How To Guide: Assign a Proxy User Group to an Access Policy.

Proxy User Groups (standalone)

(no Active Directory/LDAP server sync)

• Navigate to Proxy User Groups under Accounts / Groups.

  Note that if you have a Directory User Group assigned as a Proxy User Group, it will display in this list.

  In this screenshot, the system does not have any Proxy User Groups.

• Create a new Proxy User Group by clicking the + button in the upper right corner of the list view, above.

• In the Create Group popup, as shown below:

  • give the group a Name
  • assign a minimum Permission Level
  • select a Parent Group if desired
  • toggle Proxy Users to Yes

• Now you have a Proxy User Group, but no People have been assigned as Members yet:

• Assign a Person as a Member by clicking the Add Person to Group button; a pop-up will appear. Select the existing Person record to assign to the group.

• Now your Proxy User Group has one Member:

• Next Step: Proceed to How To Guide: Assign a Proxy User Group to an Access Policy.