User Groups

User Groups are used to create groups of users who perform a similar job function and need to view work orders assigned to other users in the same group. A member that has been assigned access to a user group can view all open work requests for that group on the My Requests page by clicking the In My Regions button.

To define a user group, you must create the user group, add members, and then modify the member's security rights. A user can belong to more than one user group.

To open the User Groups page:

  1. Open the Administration Menu page.

  2. Under the LOGBOOK ADMIN heading, click User Groups.

ClosedAdd a User Group

To add a user group:

  1. In the Add User Group field, enter a name for the user group

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedAdd User Group Members

Once you create a user group, you can add members to it. To add members to a user group:

  1. In the User Group field, select the user group you want to add members to.

    Current members of the user group appear.

  2. Add members to the user group.

    1. Click the Select Member link.

      A dialog box opens allowing you to locate and select a user to add to the user group.

      You can only add full users to a user group; guest users cannot be user group members.

    2. Enter search criteria and click FIND.

    3. Click the name of the user you want to add to the user group.

      The user is added to the Members list.

    4. Repeat these steps for each member you want to add to the user group.

  3. Click UPDATE.

ClosedUpdate the User Group Member's Security Rights

After you add a user to a group, you must update his security rights to allow him to access the work orders assigned to other members of the user group. This is done on the User Security page by adding the newly created user group to his User Group Settings.

ClosedDelete a Member of a User Group

You can delete a member of a user group if needed. Deleting a user from a user group removes the user from the user group; it does not delete the user account.

To delete a user group member:

  1. In the User Group field, select the user group you want to delete the member from.

    A list of the Members appears at the bottom of the page.

  2. Click the DELETE button to the right of the member you want to delete.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedDelete a User Group

If you create a user group in error or it is no longer needed, you can delete it. If the user group has members, the members must be removed before the user group can be deleted.

To delete a user group:

  1. In the User Group field, select the user group you want to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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