User Group Management
Comprehensive management of user groups including creation, member assignment, site assignments, and group operations for efficient user organization.
Before You Start
Make sure you have:
- Understanding of your organization structure
- Clear definition of group purposes and responsibilities
- User information for group assignments
- Site structure established
User Group Management
User Group Management provides comprehensive tools for creating, organizing, and managing user groups within your organization. This system enables efficient bulk operations, simplified site assignments, and better organizational structure for large user bases.
Understanding User Groups
What are User Groups?
- Logical Organization: User groups allow you to organize users logically
- Site Assignment: Groups can be assigned to sites and site groups
- Efficient Operations: Enables bulk operations on multiple users
Benefits of User Groups
- Reduced Administrative Overhead: Manage multiple users at once
- Simplified Site Assignments: Assign entire groups to sites
- Easier Permission Management: Manage permissions at group level
- Better Organization: Logical user organization by function
- Scalability: Efficiently manage large user bases
Group Organization
Group Creation Process
Creating user groups involves defining group properties and establishing organizational structure:
- Group Name: Unique identifier for the group
- Member Assignment: Assign users to groups
- Site Assignment: Assign groups to sites and site groups
- Status Management: Active/inactive group status
Group Properties
- Name: Group display name and identifier
- Status: Active or inactive state
- Site Assignments: Sites assigned to the group
Group Operations
Creating User Groups
- Navigate to User Groups from the main menu
- Click "Create User Group" button
- Enter a descriptive group name and
- Select users to add to the group
- Assign sites and site groups
- Click "Save" to create the group
Editing User Groups
- Find the user group in the groups list
- Click the edit icon (pencil)
- Modify group information as needed
- Update member assignments
- Modify site assignments
- Click "Save" to update the group
Deleting User Groups
- Click the delete icon (trash) next to the group
- Confirm deletion in the popup dialog
- Note: Users are not deleted, only removed from the group
- Warning: This action cannot be undone
Status Management
- Activate/Deactivate: Use toggle switch to enable/disable groups
- Green Indicator: Group is active and available for use
- Gray Indicator: Group is inactive and cannot be used
Group Member Management
Member Assignment
Managing group members involves adding, removing, and organizing users within groups:
- User Selection: Choose users to add to groups
- Bulk Assignment: Add multiple users at once
- Member Removal: Remove users from groups
- Member Search: Search for specific users
Group Hierarchy and Structure
Group Relationships
- Multiple Assignments: Users can belong to multiple groups
- Site Assignments: Groups can be assigned to multiple sites
- User Overlap: Users can overlap between groups
- Assignment Flexibility: Flexible assignment options
Site and Site Group Assignments
Understanding Group Assignments
- Site Assignments: Direct access to specific sites
- Site Group Assignments: Access to all sites within a group
- Hierarchical Organization: Simplified management for multiple sites
User Group Interface
Group Operations Panel
- Create Group: Add new user groups
- Edit Group: Modify existing groups
- Delete Group: Remove groups from system
- Status Toggle: Activate/deactivate groups
- Member Management: Manage group members
Bulk Operations
Bulk Member Management
- Bulk Addition: Add multiple users to groups at once
- Bulk Removal: Remove multiple users from groups
- Bulk Assignment: Assign groups to multiple sites
Best Practices
Group Organization
- Logical Grouping: Organize users in logical groups
- Group Naming: Use clear, descriptive group names
- Member Management: Regularly review group memberships
- Documentation: Document group purposes and memberships
Group Management
- Regular Reviews: Periodically review group memberships
- Access Control: Control who can manage groups
Troubleshooting
Common Issues
- Member Problems: Check group member assignments
- Assignment Issues: Verify group assignments
- Validation Errors: Check group validation rules
Important Notes
- • Users can belong to multiple groups simultaneously
- • Group permissions are inherited by all members
- • Individual user assignments can override group assignments
- • Deleting a group does not delete the users
- • Group changes affect all members immediately
Quick Reference
- • Use clear, descriptive names for groups
- • Organize users logically by function or department
- • Regularly review and update group memberships
- • Use groups for bulk operations and site assignments
- • Document group purposes and responsibilities