User group is a set created with multiple users to perform certain tasks/actions.
Using this option, Corporate Administrator can maintain the user groups. Only the users of party ID mapped to a corporate administrator can be clubbed together in the user group. User groups maintained by administrators are used while creating approval workflows and approval rules.
Prerequisites:
Workflow
Features supported in application
User Group Management allows Corporate Administrator to:
How to reach here:
Corporate Administrator Dashboard > Toggle menu > Others > User Group Management
Once the logged in corporate administrator navigates to User Group Management screen, user groups maintained (if any) under the party mapped to the user are displayed on the screen. User can opt to view the details of existing user groups or can create new user group using this screen.
Field Name |
Description |
---|---|
Party Id |
Party Id mapped to the logged in corporate administrator. |
Party Name |
Party name of Party ID mapped to the logged in corporate administrator. |
Group Code |
User group code. (This field will be displayed only if there are existing user groups available under a party). |
Group Description |
Description provided to the user group. (This field will be displayed only if there are existing user groups available under a party). |
Users |
Number of users available in each user group. (This field will be displayed only if there are existing user groups available under a party). |
Corporate administrator can create a new User Group for the mapped Party ID by using this option. Only the users of party ID mapped to a corporate administrator can be clubbed together in a User Group.
Administrator can create multiple user groups and one user can be part of multiple user groups, whereas creating a user group without any user is not allowed.
To create the user group:
Field Name |
Description |
---|---|
Party Id |
Party Id mapped to the logged in corporate administrator is displayed. |
Party Name |
Party name of Party ID mapped to the logged in corporate administrator is displayed. |
Group Code |
Specify User Group code. |
Group Description |
Specify User Group code description. |
User Name |
User name list to select and add a user to the user group. Only the users belongs to the party will be listed. |
User Id |
User IDs of each user selected from user list are displayed. |
On accessing ‘User Group Management’ menu option, summarized view of all the user groups created (if any) for the Party mapped to the corporate administrator is displayed on the screen. Further drill down is given on the each user group to view the details of the users who are the part of user group.
To view the user groups:
Field Name |
Description |
---|---|
Party Id |
Party Id mapped to the logged in corporate administrator is displayed. |
Party Name |
Party name of Party ID mapped to the logged in corporate administrator is displayed. |
Group Code |
User Group code is displayed. |
Group Description |
User Group code description is displayed. |
User Name |
User names of the user who is a part of the user group are displayed. |
User Id |
User IDs of the user who is a part of the user group are displayed. |
This function enables the corporate administrator to edit the description of existing user groups. Corporate Administrator can also add new users and remove existing users of the user group as part of this function.
A check is performed on minimum and maximum number of users allowed as a part of user group while adding or removing the users from the user group.
To edit or update a user group:
Field Name |
Description |
---|---|
Party Id |
Party Id mapped to the logged in corporate administrator is displayed. |
Party Name |
Party name of Party ID mapped to the logged in corporate administrator is displayed. |
Group Code |
User Group code is displayed. |
Group Description |
User Group code description is displayed. |
User Name |
User names of the user who is a part of the user group are displayed. |
User Id |
User IDs of the user who is a part of the user group are displayed. |