Account Groups Resources tab

Primary account administrators can control resources by account group on the Resources tab.

Users in the account group have access to the resources assigned to the account group. To learn more about each resource, see the topic Resources and account groups.

The following list describes example use cases for each resource:

• Clouds - Set up multiple local clouds and assign each to its own account group.

• Connectors - Attach private production SDK connectors to an account group to control account and user access to them.

• Roles - Add custom roles in a primary account and share them with an account group so that they can be assigned to users in the accounts.

• Published Processes - Assign published processes to an account group. Assigned processes can be installed in member accounts.

• Integration Packs - Assign integration packs to an account group.

• Models - Share Boomi Boomi DataHub models with member accounts for their use in the service as templates.

  note

  The Models section in the Resources tab is visible only if you are using a primary account in which is enabled. If you would like to enable in your account, contact a Sales Representative.

Adding a resource to an account group

1. Select Settings and click the Account Groups tab.

2. In the Account Groups list, select the account group to which you want to add a resource.

3. Click the Resources tab.

4. In the Clouds, Connectors, Roles, Published Processes, Integration Packs or Models section, click the '+' plus sign Add icon.

   A dialog showing the available clouds, connectors, custom roles, published processes, integration packs or models opens. If a resource has already been assigned to an account group it does not appear in the dialog.

   note

   The list of assignable published processes is filterable. To filter the list, type in the Filter Processes field. As you type, the list below is filtered to include only processes whose names partially or completely match the typed characters.

   To discontinue filtering and restore the unfiltered list, click the 'X' icon.

5. Select one or more clouds, connectors, custom roles, published processes, integration packs or models and click OK.

6. Repeat steps 4-5 to add more resources.

Removing a resource from an account group

1. Select Settings and click the Account Groups tab.

2. In the Account Groups list, select the account group from which you want to remove a resource.

3. Click the Resources tab.

4. In the Clouds, Connectors, Roles, Published Processes, Integration Packs or Models section, click the 'X' icon.

   If the resource is not assigned to any users, a confirmation dialog opens.

   If a resource is assigned to users, a dialog containing a warning opens. It explains that removing this role could affect their permissions or lock them out of accounts. After you click OK, you cannot reverse this action.

5. Click OK.

6. Repeat steps 4–5 to remove more resources.