User Groups
  • 10 Feb 2022
  • 2 Minutes to read
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User Groups

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Article summary

User Groups

A user group is a collection of users that are grouped into one entity. Users that share the same working task(s) typically belong to the same user group.

Selecting the groups task will take you to the groups main portlet as below.

Figure 144 Groups main portlet

Right clicking in the groups main portlet will give you all possible group administration actions; create, update, copy and delete.

Figure 145 Possible Group administration actions

Table 91 Groups main portlet fields

User group

Name of the user group

Description

Description of the user group

Table 92 User groups main portlet button options

Refreshes the view

Closes the task

Create a User Group

To create a user group right click in the groups portlet and choose Create as below.

Figure 146 Right click – Create user group

The create right click will take you to the create view.

Figure 147 Create groups portlet details

Table 93 Create user group fields

User group

Name of the user group

Description

Description of user group

Table 94 Create user group button options

Refreshes the view

Cancels the creation of a group and returns to the previous view

Confirms creation of a group and returns to the previous view

Update a User Group

To update a user group either left click on the group in the groups portlet or right click on the group and choose Update as below.

Figure 148 Right click – Update user group

The update right click will take you to the update view.

Figure 149 Update user groups portlet details

Table 95 Update user group fields

User group

Name of the user group

Description

Description of user group

Table 96 Update user group button options

Refreshes the view

Cancels the update of a user group and returns to the previous view

Confirms update of a user group and returns to the previous view

Copy a User Group

To copy a user group right click in the groups portlet and choose Copy as below.

Figure 150 Right click – Copy user group

The copy right click will take you to the copy view.

Figure 151 Copy user groups portlet details

Table 97 Copy user group fields

User group

Name of the user group

Description

Description of user group

Table 98 Copy user group button actions

Refreshes the view

Cancels the copying of a user group and returns to the previous view

Confirms copying of a user group and returns to the previous view

Delete a User Group

To delete a user group right click in the groups portlet and choose Delete as below.

Figure 152 Right click – Delete user group

The delete right click will take you to the delete view.

Figure 153 Delete user group portlet details

Of course when deleting a user group no fields are editable.

Table 99 Delete user group button actions

Refreshes the view

Cancels the deletion of a user group and returns to the previous view

Confirms deletion of a user group and returns to the previous view


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