Map a User Group to an Engage+ Access Group

When you create a User Group in the Marigold ID Administration environment, and you assign the Engage+ application to it, you can map the User Group to an Engage+ Access Group. Within Engage+, an Access Group serves much the same function as a User Group, and controls access to various features of the application. With this mapping in place, a user added to a User Group will automatically also be added to the corresponding Access Group.

Note: This feature is available for Organization Administrators.

Map a User Group to an Access Group

The following steps assume that you have already created the User Group, and assigned the Engage+ application to it. See Create a User Group for more information on this process. Make sure you know the Group Code for the desired User Group; this value can be found on the User Groups tab in the Administration environment.

These steps also assume that you have already created the Access Group within Engage+. See Security Settings for more information on this process.

To map a Marigold ID User Group to an Engage+ Access Group:

  1. Log into the Marigold ID User Workspace.

  2. From the App Switcher, select Engage+.

  3. Within Engage+, click your profile icon in the top-right corner of the screen. The Profile Info pop-up window is displayed.

  4. Within the Profile Info pop-up window, click Account Security. The Security Settings screen is displayed.

  5. Click Marigold ID Group Mapping. The Marigold ID Group Mapping pop-up window is displayed.

  6. From the Marigold ID User Group Sync Preference drop-down menu, select one of the following options:

    • Sync only during new user creation: When a new Marigold ID user switches to Engage+ for the first time only, the platform synchronizes their User Group membership with the corresponding Access Group membership. Existing users will not be synchronized.

    • Sync every time switches application to Engage+ (default setting): Each time a new or existing user switches to Engage+, the platform synchronizes their User Group membership with the corresponding Access Group membership. This option is recommended. This process will never overwrite the user’s existing access in Engage+; however any new Access Groups will be added.

  1. From the Marigold ID Group drop-down menu, select the Group Code for the desired User Group.

  2. From the Engage+ Access Group drop-down menu, select the desired Access Group.

  3. Click the Add icon.

Remove User Group to Access Group Mapping

To remove an Engage+ Access Group mapping:

  1. Log into the Marigold ID User Workspace.

  2. From the App Switcher, select Engage+.

  3. Within Engage+, click your profile icon in the top-right corner of the screen. The Profile Info pop-up window is displayed.

  4. Within the Profile Info pop-up window, click Account Security. The Security Settings screen is displayed.

  5. Click Marigold ID Group Mapping. The Marigold ID Group Mapping pop-up window is displayed.

  6. The Manage Mapping section displays all current mapping. Click the Delete icon next to the desired mapping.