10.1 Create User Group
The Create User Group page facilitates you to create a user group. While creating a user group, you can set the hierarchy order of the user group. You can set the supervisor group for the user group.
You can associate user IDs to the user group and set active status of the users in the user group. Strategies and Tasks are assigned to only active users of the user group.
Table 10-1 Field Description: Create User Group
Field Name | Description |
---|---|
Basic Details | This section is used to provide the basic information of the user group. |
Code | Indicates the unique identification code of the user group. |
Description | Indicates the description of the user group. |
Hierarchy Order | Indicates the order of the user group in the hierarchy of user groups.
Note: You can set same hierarchy order for multiple user groups. The hierarchy order of the user group you want to create should be less than the hierarchy order of the supervisor group. |
Supervisory Group | Indicates the supervisor group for the user group.
Note: You must select only that supervisor group which contains all the managers of the users that you select for the user group. Users are mapped to the managers while creating users in Security Management. For more information, see Oracle Banking Security Management System User Guide. |
Default Assignee | Indicates whether the user group that you want to create is the default group.
If any accounts remain pending for assignment after all the accounts are assigned as per the user assignment priority, then such accounts are assigned to the default user group. Note: You can mark only one user group as default assignee. If a default assignee user group is not defined in the system, the account pending for assignment are not allocated to any user group or user. |
User Details | This section is used to assign users to the user group. It displays the following fields. |
User ID | Indicates the unique identification code of the user that you want to assign to the user group.
Note: You must select only those users that have the associated manager present in the selected supervisor group. For more information, see Oracle Banking Security Management System User Guide. |
User Name | Displays the user name of the selected user ID. |
Active | Indicates whether the user is active for the user group. |
- Creating a User Group
For creating a user group, you need to specify details, such as code, description, and hierarchy order of the user group.
Parent topic: User Group