Create and Manage Shell Groups
Groups are a way to aggregate Users together so that adding new team members to the shell and assigning permissions can be done quickly and efficiently. For example, groups can be members of the same shell team, and/or they can be users who share the same access privileges. At the company level, groups can span shells. At the shell level, all members of a group are members of a given shell. Different members of a shell may have different access to functionality, depending on their role on the shell.
For example, a Finance person might require access to cost modules and reports dealing with finances, but not RFIs or Transmittals and their associated reports. An Executive might require access to Summary financial information, and not the cost BPs.
As users are added to a Group, they will inherit the Group's permissions. If they are in more than one group, then the highest level of permissions granted in any group for a module will prevail.
When adding users to the group, you can choose eligible users from the sponsor company and any partner company users. The company short name will be listed in the User Picker window next to each user.
Company level groups cannot be copied into a shell.
To create a new group
- Open the shell and switch to Admin mode.
- Click Company Sponsored Shells > [shell] > [shell instance] > User Administration > Groups in the left Navigator. The Groups log opens.
- Click New. The Groups window opens.
- Complete the General tab:
- Group Name: Enter a name for the group
- Manager: Click Select and select a user from the User Picker window. This is the person who will be responsible for administering the group.
- Description: Enter an optional description for the group.
- Click the Members tab. This is where you add and manage group membership.
- Click Add.
- From the User/Group Picker, select the users to add to the group and click Add.
- Click Ok.
- Click the Permissions tab. In this tab, you manage group permission settings. If a user is a member of the group, the user will inherit all group permissions.
Granting permissions to the group is similar to granting permissions to individual users. Choose the shell-related permissions for the group that will apply to all members assigned to this group. Choose permissions by module and mode.
- In the Custom tab, you can view available custom attributes that may have been added to the group form.
To edit group information
- Open the shell and switch to Admin mode.
- Click Company Sponsored Shells > [shell] > [shell instance] > User Administration > Groups in the left Navigator. The Groups log opens.
- Select a group and click Open, or double-click the selected group. The Groups window opens.
- Make changes as necessary and click OK.
Groups and Audit Log
The Audit Log window provides the following information about any action that has been taken on the Groups:
- Date
- Event
- Action
- Field
- Old Value
- New Value
- User Name
- Proxy User
- Attachment
To access the Audit Log for the Groups functional node:
- Go to your shell (Admin mode), click the User Administration grouping node, and click the Groups functioning node to open the Groups log.
- Select a group from the log (select a record), click View, and click Audit Log to open Audit Log window.
The Audit Log window captures all of the actions that have taken place on that selected record.
When you (the Admin) add a user to a group by using a user data picker, the user's name will be seen in Audit Log window. The Action column of the Audit Log window will include the nature of the action (Member Added), indicating that a user was added by way of the <data picker label> user data picker. The Old Value column will remain empty (null), and the New Value column will include the name of the user that was added, followed by a colon (:), followed by the name of the company that the user belongs to <firstname lastname:Company Name>.
Last Published Saturday, July 13, 2024