Group Management - Precisely_EnterWorks - EnterWorks - 11.0

Group management tasks include:

• Create or edit groups using the New UI:
  • Create a Group
  • Delete a Group
  • Add or remove a user from a group:
    • Manage Group Membership in the Users Tab
    • Manage Group Membership in the Groups tab
  • Assign Group Capabilities
  • Assign Attribute Tab Visibility to a group
• Create or Edit Groups using the Classic UI
• Define who can read, edit, or delete a group: Groups are securable objects. To assign security to groups, see Define Access to Securable Objects.
• Configure a Group's Dashboard and Home Page

Create a Group

To create a user group:

1. Open the Groups tab by opening the Feature Sidebar, opening the Administration tab, opening the Users and Groups folder, and selecting Groups.
2. The Groups tab will appear. It lists all the defined user groups. Click the Add Group button on the Groups tab's activity bar. A new group entry will be added to the top of the list of groups.
3. To edit the group's attributes values, double-click the attribute fields.

Delete a Group

To delete a user group:

1. Open the Groups tab by opening the Feature Sidebar, opening the Administration tab, opening the Users and Groups folder, and selecting Groups.
2. The Groups tab will appear. It lists all the defined user groups. Select the group you want to delete and click the Delete button on the Groups tab's activity bar.
3. A confirmation window will appear, asking if you want to delete the group. Click Yes to delete the group.

Manage Group Membership in the Users Tab

To manage group membership in the Users tab:

1. Open the Users tab by opening the Feature Sidebar, opening the Administration tab, opening the Users and Groups folder, and selecting Users.
2. The Users tab will open. Select the desired user and click the Assign Group button on the Users tab's activity bar. The User – Group dialog will open.
3. To add the user to a group, select the group from the Available Groups column and click the right-arrow button to move the group to the Selected Groups column.
4. To remove the user from a group, select the group from the Selected Groups column and click the left-arrow button to move the group to the Available Groups column.
5. Click the Apply button to save your changes and exit, or click the Cancel button to exit without saving your changes.

Manage Group Membership in the Groups tab

To manage group membership in the Groups tab:

1. Open the Groups tab by opening the Feature Sidebar, opening the Administration tab, opening the Users and Groups folder, and selecting Groups. The Groups tab will open.
2. Select the desired group and click the Assign User button on the Groups tab's activity bar. The Groups - Users dialog will open.
3. To add the user to a group, select the user from the Available Users column and click the right-arrow button to move the user to the Selected Users column.
4. To remove the user from a group, select the user from the Selected Users column and click the left-arrow button to move the user to the Available Users column.
5. Click the Apply button to save your changes and exit, or click the Cancel button to exit without saving your changes.

Assign Group Capabilities

Group Capabilities are functions that members of the group will be able to perform.

To edit the group's Capabilities:

1. Open the Groups tab by opening the Feature Sidebar, opening the Administration tab, opening the Users and Groups folder, and selecting Groups.
2. The Groups tab will open. Select the group whose Capabilities you want to edit, and click the Capability button on the Groups tab's activity bar. The Capability tab will open.
3. Use the buttons on the tab's activity bar to expand and collapse the Capability Tree as desired.
4. Check and uncheck Capabilities to grant them or revoke them for the user group.
5. To save your changes, click the Save button on the Capability tab's activity bar.
6. To exit the Capability tab, close the tab.

Assign Attribute Tab Visibility to a group

You can specify which attribute tabs a user group's users can see when they open a record in the Detail Editor. Note that setting an attribute tab's visibility does not change the security settings for the tab. Setting the visibility of a tab only makes the tab visible.

To grant or revoke visibility for a tab:

1. Open the Groups tab by opening the Feature sidebar, opening Administration, opening Users and Groups, and selecting Groups.
2. The Groups tab will open. Select the group whose visibilities you want to edit, and click Display Attribute Tabs on the Groups tab's activity bar.
3. The Set Display Attributes tab will open. It displays a list of all the profiles. To see or hide the attribute tabs for a profile, use the Expand All or Collapse All buttons on the Display Attributes tab's activity bar, or click the + or - symbols to expand or collapse a profile's list of tabs.
4. Check the checkbox next to each attribute tab that members of this group should be able to view with the Detail Editor. Uncheck attribute tabs to hide them from the user group when a record is viewed in the Detail Editor. This does not affect security settings for tabs.
5. To save your changes, click Save on the Set Display Attributes tab's activity bar.
6. To exit the Set Display Attributes tab, close the tab.