The Groups table 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 used to assign roles to multiple users at once.
Create a group
Groups store user records together. It provides applying actions performed on groups to all its members automatically.
| Tip |
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Role required: admin. |
To create a group, follow the steps below:
- Navigate to User Administration → Groups.
- Click New and fill in the form fields.
- Click Save or Save and Exitexit to apply the changes.
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To specify a system access to group users, assign roles to a group. |
Group form fields
Field | Mandatory | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
Name | Y | Specify the group name. | ||||||||
Description | N | Type detailed information about the user group. | ||||||||
Responsible
| N | Assign a responsible person to the group. |
| Related Lists | |
|---|---|
User Group | A list of users assigned to this group. |
Group Contains | A list of user groups related to this one. The roles assigned to the group created is inherited by these subgroups. |
Role Group | A 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 roles.
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See Role Inheritance and learn more about their behavior when deleting or changing roles and groups. |
| Tip |
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Role required: security_admin. |
To assign a role to a user group, follow the steps below:
- Open the group record form.
- In the Related Lists area, select the Role Group tab and click Edit.
- In the heapselect form, move necessary roles from the Available box to Selected.
- Click Save to apply the changes and leave the form.
| Tip |
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Role required: admin |
Combining users into one group makes it easier to provide access to any set of resources. You can grant access to a group and add a user to the group instead of giving access to a number of users.
It also allows you to implement access control between users depending on their tasks and responsibilities.
To add a user to a group, complete the steps below:
- Navigate to User Administration → Groups.
- Find and open the group record you need.
- In the Related Lists are, select the User Group tab and click Edit.
- In the heapselect form form, move necessary users from the Available box to the Available box to Selected.
- Click Save to apply the changes and leave the form.
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