Managing User Groups
Use the User Groups page to manage predefined groups of users and team roles that can be quickly assigned to teams for incidents, problems or projects. Permissions required to access this page: Access Admin Tab and Manage User Groups.
To open the page, choose Admin > Configure > Security > User Groups.
If your implementation has more than one entity, you must create separate user groups for each entity.
Creating a Group
- Make sure the Select Group to Edit drop-down list is blank. If you are currently viewing another group, you can either choose the blank option from the list, or click Admin > User Groups > New.
- Enter at least a Name for the new group.
- Click Admin > User Groups > Create.
Assigning Members to a Group
- Select the group from the Select Group to Edit drop-down list.
- Click Assign/Remove Members to open the Assign Members utility.
- To add users, select a Team Role, then select the user(s) who will have that role, then click Add User(s). Note that only users who have the "Legal Expert" category in the Users page can be assigned to the "Legal" role on a team.
- To remove group members, select the user(s) in the Current Members list and click Remove Selected.
- Click Save to close the window.
Changes to group members are saved when you close the Assign/Remove Members window. If you need to save changes to the group's name or description, choose Admin > User Groups > Save.
Deleting a Group
To delete an existing user group, choose the group name from the Select Group to Edit drop-down list and then choose Admin > User Groups > Delete.
