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changes.mady.by.user Tatiana Valekzhanina

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Comment: Merged branch "DOC0000388" into parent

The Groups list contains all groups that are used to unite users by a common purpose or to classify them by specific attributes set by the administrator. 

Groups are required to assign roles to multiple users at once.

Info

See Administrator Actions to learn more about managing the Groups list.

Create a new group

Keeping users together provides applying actions performed on groups automatically to all group

...

members. 

To manage users groups, go to the User Administration → Groups menu.

The Group record contains the following fields:

...

Field

...

Description

Tip

Role required: admin.

To create a new user, follow the steps below:

  1. Navigate to User Administration → Groups.
  2. Click New and fill in the form fields.
  3. Click Save or Save and Exit to apply the changes.
Info

To specify a system access to group users, assign roles to a group.

The Group form fields

Field

Mandatory

Description

Name

Y

...

A group name.

Description

NA detailed information about the users group.

Responsible

NAssign a responsible person to a group from a

...

dictionary.
Related Lists

User Group

NA list of users assigned to this group.

Group Contains

N

A list of user groups related to this one.

The roles assigned to the group created is inherited by these subgroups. 

Role Group

NA list of roles assigned to the group.


Specify a group role

A role granted to a group determines the level of access to the SimpleOne system features for all members of this group. Subgroups specified in the Group Contains tab inherit the current group role.

Info

See Role Inheritance and learn more about their behavior when deleting or changing roles and groups.


Tip

Role required: admin or security_admin (in case you want to grant the security_admin rights to a user).

To assign a role to a user group, follow the steps below:

  1. Open the group record form.
  2. In the Role Group related list, click Edit.
  3. In the heapselect form, select the roles from the list of available ones.
  4. Click Save to apply the changes and leave the form.

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Add users to group

Keeping users together in one group, on the one hand makes it easy providing access to any set of resources (you can provide access to a group and add a user to a group instead of providing access to a number of users), and on the other hand, it allows to implement the access control between users depending on their tasks and responsibilities.

Tip

Role required: security_admin


To add a user to a group, please complete the steps below:

  1. Navigate to User Administration → Groups.
  2. Click on the group title you need to fill, the record is opened.
  3. Scroll down to the Related Lists area.
  4. Click New and select desirable user to add from the User dictionary.
  5. Click Save.

You can also add or delete users to or out of the group using the Edit button.

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Table of Contents
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The Related Lists at the bottom of the record form includes the following tabs below:

  • User Group - to assign a user from the Users list to a group;
  • Group Contains - to assign a subgroup to a group;
  • Role Group - to designate the group role from the Roles list.

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