Groups are collections of users. Users that carry out common functions are grouped together in order that roles (and therefore permissions) can be granted to the group as a whole instead of to each individual user. This is possible as all members of the group inherit the security permissions that are assigned to users through group roles. You can add as many users as you want to a particular group.
Click the Groups in the left navigation menu under Administration, a new Groups Tab folder will be created in the right panel. There are 3 sub-Tab folders: Search Groups, Search Result Groups and Create New Groups.
Search Criteria
Field Name | Description |
---|---|
Group ID | Unique record identifier. |
Group Name | Name of this group. |
Description | Description of this group. |
CreatedByDate | Date and Time when this entry was created |
CreatedByUser | User who created this entry. |
ModifiedByDate | Last modified date and time. |
ModifiedByUser | Last modified user. |
AND | Select AND radio box if you want those criteria add together. |
OR | Select OR radio box if you want to get the result if either of the criteria is met. |
The top part is the table which shows the list of the groups that meet the search criteria. The bottom part is the details, Roles, Users and combined permissions of the selected entry.
Each entry can have 0 to many roles, users and permissions. (see Roles, Users, and Permissions for details on Roles, Users and Permissions)
Double Click the selected record in the table to modify this entry. A new tab folder “Update/Delete Groups” will be added, as shown below.
When a role is assigned to users or groups, it must also specify an Organizational Unit. A Group can have a role A in Organization Unit X, and a role B in Organization Unit Y.
First select an Orgunit from the orgunit dropdown list, then grant or revoke the roles to the group by checking or unchecking the checkbox besides each role.
- Update – Click the Update button to update the changes and close the popup window.
- Reset – Reset the data to its initial value and discard all the changes.
- Cancel –Cancel this change and close the popup window.
Add or remove users to the group by checking or unchecking the checkbox besides each user.
- Update – Click the Update button to update the changes and close the popup window.
- Reset – Reset the data to its initial value and discard all the changes.
- Cancel –Cancel this change and close the popup window.
Select the “Create New Groups” Tab to create a new entry.
Field Name | Description |
---|---|
Group ID | Unique record identifier. |
Group Name | Name of this group. |
Description | Description of this group. |
CreatedByDate | Date and Time when this entry was created. It is a read only field. |
CreatedByUser | User who created this this entry. It is a read only field. |
ModifiedByDate | Last modified date and time; It is a read only field. |
ModifiedByUser | Last modified user; It is a read only field. |