Managing Groups
Managing groups on AppBase Eccentex involves creating, configuring, and administering groups of users with specific roles and permissions. These groups can be customized based on the organization's requirements and can be used to assign access rights, control visibility, and delegate responsibilities within the platform.
Here are some key aspects of managing groups on AppBase Eccentex:
Group Creation: Administrators can create different groups within AppBase Eccentex to reflect the organization's structure, departments, or functional roles. Groups can be based on specific criteria, such as job titles, responsibilities, or project teams.
Group Configuration: Once a group is created, administrators can configure various settings and permissions for the group. This includes defining the scope of access to different modules, applications, or functionalities within AppBase Eccentex. For example, specific groups may have access to only certain data or workflows.
User Assignment: After creating and configuring groups, administrators can assign individual users to specific groups based on their roles or responsibilities within the organization. This assignment determines the access and privileges granted to users within the platform.
A group is a set of users who share a common purpose.
Groups may perform tasks such as approving change requests, resolving incidents, receiving email notifications, or performing work order tasks. Any business rules, assignment rules, system roles, or attributes that refer to the group apply to all group members automatically. Users with the SYSTEM: Allow User Management role can create and edit groups.
Creating a user group
- On the top right, navigate to → Manage Users
- Navigate to User Management → Groups
- Click the New Group button
- Fill out the appropriate fields
- Click Save
Managing the list of users that belong in a group
- On the top right, navigate to → Manage Users
- Navigate to User Management → Groups
- Click the hyperlink of the group whose membership you want to manage
- Click on the Group Users tab and then click Edit
- Move the appropriate users between Available Users and Selected Users
- Click Save
Users need to log out and log back in for these changes to take effect
Setting a group's roles
Roles assigned to a group apply to all members of that group.
- On the top right, navigate to → Manage Users
- Navigate to User Management → Groups
- Click the hyperlink of the group whose membership you want to manage
- Click on the Group Roles tab and then click Edit
- Move the appropriate roles between Available Users and Selected Users
- Click Save
Users need to log out and log back in for these changes to take effect