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Step 1:

Access the GEANT AAI Service and get into your home Dashboard - https://vo.aai.geant.org/home

Find the Group for which you want to manage managers using this guide:

How to find an existing Group where I am a manager


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Step 3:

You can manage managers in two ways:

  • directly per User - a specific user is promoted to be a direct manager of the your Group → continue on Step 3.1 
  • dynamically through Groups - current group of Users (manager's groups) - through membership in a promoted manager's group all members are managers of the of the Group through membership in another Group your Group → continue on Step 3.2


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What is the main difference between direct manager and manager's group?

Direct manager is a static setting. A user is promoted to be a manager and he will stay in that role until it is demoted again.

Manager's group can change its membership dynamically. New member would be promoted to the manager automatically and former member will be also demoted automaticallyAlthough it is more simple to set a person as a direct Manager of any Group, if you have more complex setup (multiple groups managed by the same people), you should always consider to create a new Group with those people as members and use it there. By adding or removing a member from the Group you are then able to simple change the configration of all managed groups instead of adding the same person to multiple groups manually.


Info

There are multiple roles you can set for Managers in your group:

  • Group Admin - Full control over the Group (can also manage Managers for the group)
  • Group Membership Manager - Can only manage memberships for the Group (add, remove, invite, approve applications, reject applications)
  • Group Observer - Full information about the Group without rights to change anything (read-only Group Admin)



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Step 3.1:

If you want to manage direct managers for you Group, you can manage three different operations:

  • List all existing direct managers by their role → continue on Step 3.1.a
  • Add (promote) a new direct manager with specific role you choose → continue on Step 3.1.b
  • Remove (demote) an existing direct manager in specific role → continue on Step 3.1.c


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Step 3.1.b:

To add promote a new direct manager for your Group, first click on the green "Add..." button.

In the opened window:

  • Use the search field to find the person → insert part of the name, login or email of that person a click on the green button "Search"
  • Select the person from the list → using the checkbox next to his/her name
  • Select a role for your manager → using the "Select role" select box in the left upper corner of the window

By clicking on the green "Add" button, you will promote the selected person to be a Manager with specific Role for your Group. You can immediately see the result in the list of all managers for that specific role.


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Step 3.1.c:

To remove demote a direct Manager of your Group, you need to list him/her first → How to do that, please look back on Step 3.1.a

Then you need to choose select him/her using the checkbox next to his/her name.

After that a gray "Remove" button will change the color to red and will be active.

The confirmation window will appear and summarize the action for you. Confirm it with the red "Remove" button again.


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Step 3.2:

If you want to manage the whole manager's group for your Group, you can manage three different operations:

  • List all existing manager's groups by their role → continue on Step 3.2.a
  • Add a new manager's group with specific role you choose → continue on Step 3.2.b
  • Remove existing manager's group in specific role → continue on Step 3.2.c


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Step 3.2.a:

To list all manager's groups, you need to select a proper "role".

You can always refresh the list using the most left grey button with the icon of arrow.


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Step 3.2.b:

To promote a new manager's group, first click on the green "Add..." button.

In the opened window:

  • Select the organization where the future manager's group were created and managed → using the "Select organizaiton" searching field
  • Use the search field to find a group → insert part of the name of a group click on the green button "Search"
  • Select a group from the list → using the checkbox next to its name
  • Select a role for your manager's group → using the "Select role" select box in the left upper corner of the window

By clicking on the green "Add" button, you will promote the selected group to be a manager's group with specific Role for your Group. You can immediately see the result in the list of all manager's groups for that specific role.


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Step 3.2.c:

To demote a manager's group, you need to list it first → How to do that, please look back on Step 3.2.a

Then you need to select it using the checkbox next to its name.

After that a gray "Remove" button will change the color to red and will be active.

The confirmation window will appear and summarize the action for you. Confirm it with the red "Remove" button again.


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