You can add new users to shells individually or by adding them to groups, and then adding the groups to the shells. You can assign the user individual permissions, or add the user to a group and apply group permissions.
The Update process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.
Notes:
About updating groups:
- Groups are identified by their unique Group Name.
- All group properties, including permission settings, will be added or updated in the shells that you selected.
- If the group does not already exist, the group will be created with the permission settings. Group membership (user list) will not be updated in the shell.
- If a group of that name exists, the properties and permissions of that group will be replaced with the new group, but not the list of users.
- Users are not automatically added to the group; they need to be added by updating users (group membership).
To add or edit user groups using Update Shells
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells in the left Navigator.
- Open the shell template to update.
- In the shell type template, navigate to the User Administration > Groups log.
- Select one or more groups from the Groups log.
- Click Update Shells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
- Click Yes if you want to proceed with the update, or No to cancel.
To delete user groups
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells in the left Navigator.
- Open the shell template to update.
- In the shell type template, navigate to the User Administration > Groups log.
- If you select a single group in the template:
- Select the shell group.
- You can click on the Usage option, which downloads the usage report for the selected group. This behavior is dependent on the browser you are working in.
- The usage report lists all the references of the selected group in the template. You can check if the deletion would impact any area of the usage report.
- Select the Delete option.
- A confirmation message is displayed along with Yes and No options.
- If you choose Yes, then the item is deleted and all references of the selected group are removed from the template.
- The system deletes the group even if the selected group is the only assignee in any workflow BP. You must manually open the BP and save the group for it to move to an Inactive status. You can also assign a new user in the workflow.
- The system should not allow the deletion of the Project Administrators group. If you select the Project Administrators group and click on the Delete option, then a confirmation message is displayed along with an OK option. Click on the OK option to proceed further. You can select the Project Administrators group and click on the Usage option to download the usage report for the group.
- If you select other groups apart from Project Administrators:
- Select the shell groups.
- You can click on the Usage option, which downloads the combined usage report for the selected groups. This behavior is dependent on the browser you are working in.
- The usage report lists all the references of the selected groups in the template. You can check if the deletion would impact any area of the usage report.
- Select the Delete option.
- A confirmation message is displayed along with Yes and No options.
- If you choose Yes, then the item is deleted and all references of the selected groups are removed from the template.
- The system deletes the groups even if the selected group is the only group under the Assignee section of any workflow BP. You must manually open the BP and save the group for it to move to an Inactive status. You can also assign a new user in the workflow.
- If you select multiple groups for deletion that include Project Administrators:
- Select multiple shell groups.
- You can click on the Usage option, which downloads the combined usage report for the selected groups. This behavior is dependent on the browser you are working in.
- The usage report lists all the references of the selected groups in the template. You can check if the deletion would impact any area of the usage report.
- Select the Delete option.
- A confirmation message is displayed along with Yes and No options.
- If you choose Yes, then the system displays another confirmation message along with Yes and No options. If you select No, then the operation is aborted.
- If you choose Yes, then the selected groups, apart from the Project Administrators group, are deleted. If you select No, then the deletion is not performed.
- The push functionality and the copy shells work the same as they did previously. If a group is deleted and the record can no longer be selected, then a push cannot be performed. However, if a group is deleted and the shell template is copied to create a new template, then the deleted group would no longer be included.