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Speaking of groups...
This feature is intended to identify and gather in groups users who have the same interests and goals. This meeting of users into groups makes it easy to define access permissions to the various functions of the platform. It is necessary that users are already properly registered. This registration is made in Users of the Control panel.
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User groups can also be added into clouds of relationship - when this feature is active. In this case, when a user group belongs to a cloud of relationship, all of your users can view the contents of the members of the cloud. Consequently, when you include a user to the group, it automatically has access to the content of the cloud. To delete it, it ceases to show the content shared among members of the cloud.
Add group
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01. In the main menu, click Control Panel, then check People container and click Group.
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When creating a group you can add sub-groups to the new group. These sub-groups are groups created earlier. |
10. Press Save.
Edit Group
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01. Select the group you want to edit.
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The code cannot be modified. |
04. Press Save.
Define Users
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01. Select the Group on which you want to define users.
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To delete a user who is part of the group, should be selected the user you want to delete and press Delete. |
06. Press Save.
Delete Group
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01. Select the group you want to delete.
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The platform will perform validations before deleting the group. For example, if the group to be deleted is assigned as an approver of some document, the group cannot be deleted until all of its pending issues are resolved. Similarly, the group’s users may lose access to documents or processes in which permissions had been set by the group, in which case the administrator must individually set permissions in other groups or roles. |
Group permissions
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Permissions can be directly associated to the group or associated with that group’s roles.
Access permissions
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The permission options presented depend on the feature type. For more details, see the Platform ❙ Permissions documentation.
01. In the main menu, click Control Panel, check the People group and click Groups.
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A screen will open containing all the features released for the group. It is possible to add other permissions, check details or manage them. |
Add permission
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01. Access the group’s permissions screen, as presented in the Groups Access permissions item.
02. Press the Add button.
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07. Click Finish to conclude permission management for the group in question.
Query permission details
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01. Access the group’s permissions screen, as presented in the Groups Access permissions item.
02. In the listing, locate the feature for which you want to view the specification.
03. Click the button 
in the Actions column.
Manage permissions
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01. Access the group’s permissions screen, as presented in the Groups Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
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05. Click Finish to save the changes.
Delete permissions
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01. Access the group’s permissions screen, as presented in the Groups Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
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