Vault: Groups

Groups in Vault are essential for efficiently organizing and securing access to your resources. They also help administrators manage permissions and maintain a clear overview of who has access to what. Before you start creating groups, it's a good idea to plan your structure. Consider organizing your users into roles or logical groups based on the shared access privileges they'll need.

Vault offers two primary ways to create groups: manually by adding users one by one, or by importing them directly from JumpCloud, Azure AD or other platforms using SCIM. This guide will focus on creating groups manually.

Creating a Group

Root groups form the top level of your organizational structure within Vault.

1. Navigate to the Administration menu.
2. Click on Groups.
3. Click +Add Group. The New Group window is displayed.
4. On the New Group window, enter a descriptive Name for your new group. It's helpful to use clear identifiers, such as team names or functional units, to indicate which users will belong to this group and share access to similar resources.
5. Click Save.

Adding Members to a Group

You can add members to a group by the following:

1. In the Groups section, select and click on the existing group to which you want to add a member.
2. Click +Add Member to add a new member. The Select Members window is displayed.
3. On the Select Members window, select the members you want to add.
4. Click Save.

By following these steps, you can effectively build a structured group hierarchy in Vault to streamline your access management.