Creating User Group

A User Group groups one or more users who can be administered as a convenient single unit. You can associate a User Group to one or more Transaction Groups, thereby allowing all users in the User Group to access all Transactions in all associated Transaction Groups.

Note:

Verify if there is a valid User Group Id Generation Configuration created and associated with the tenant, before proceeding with the creation of a User Group.

User Group creation involves six steps:

1. Add Identification
2. ID Generation
3. Select Operations Company
4. Select Local User Flag
5. Select Users
6. Manage Associations

Follow this procedure to create a user group.

Note:

Select a Config ID before performing the following procedure.

1. From Application Navigation, select Entitlements, then select User Group.
2. Select Add.
3. In the Add Identification step, enter the following details:
   1. Enter Name of the User Group.
   2. Enter Long Name of the User Group.
   3. (Optional) Enter Description of the User Group.
   4. (Optional) In Set Status Dates, select Active date for the User Group.

      Note:

      If you do not select a date, the User Group becomes active on the same day.
   5. Select Continue.
4. In the ID Generation step, you can either see the automatically generated identifier or manually enter a value based on the User Group ID Generation configuration that is associated with the tenant. If the ID Generation is Automatic, the page automatically displays an identifier, whereas if the ID Generation is Manual, enter a valid identifier for the User Group.

   Note:

   While manually entering an identifier, system validates the ID against the User Group ID Generation configuration that is associated with the tenant. If the validation fails, an error message appears. For more information on ID Generation, see Related Links.
5. In the Select Operations Company step, select the Operations Company to which you want to associate the User Group and select Continue.
6. (Optional) In the Select Local User Flag step, slide the Select from local Users toggle button to the right and select Continue. This decides whether you can add operators belonging to the selected Operations Company only, or any operator from the entire hierarchy of the Operations Company.
7. In the Select Users step, select the Users to add to the User Group and select Continue.
8. (Optional) In the Manage Associations step, you can associate one or more Transaction Group to the User Group. To do this, follow these steps:
   1. Expand Transaction Groups section and select Add.
   2. Search and select a Transaction Group to associate with the User Group.
   3. Select Continue.
   4. (Optional) If you want to associate more Transaction Groups to the User Group, select Suggested tab and repeat this procedure.
9. In the Success message, select Finish.

Note:

Once a User Group is created, you can perform the following updates to it:

• Add or remove Users to the User Group
• Add or remove Transaction Group Associations to the User Group