User Groups

User Groups

User Groups allow you to organize users logically within your organization. Groups can be assigned to sites and site groups, simplifying user management for large organizations and enabling bulk operations on multiple users simultaneously.

Understanding User Groups

What are User Groups?

• Definition: User groups allow you to organize users logically
• Site Assignment: Groups can be assigned to sites and site groups
• Bulk Management: Simplifies user management for large organizations
• Permission Sharing: Members share group permissions
• Hierarchical Organization: Better organization structure

Benefits of User Groups

• Bulk User Management: Manage multiple users at once
• Simplified Site Assignments: Assign groups to sites easily
• Easier Permission Management: Manage permissions at group level
• Better Organization Structure: Logical user organization
• Reduced Administrative Overhead: Less manual user management

Group Organization

Group Creation

Creating user groups involves defining group properties and assigning members:

• 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
• Status: Active or inactive state
• Member Count: Number of users in group
• Site Assignments: Sites assigned to the group
• Creation Date: When the group was created

Group Operations

Creating User Groups

1. Navigate to User Groups from the main menu
2. Click "Create User Group"
3. Enter a descriptive group name
4. Select users to add to the group
5. Assign sites and site groups
6. Click "Save" to create the group

Editing User Groups

1. Find the user group in the groups list
2. Click the edit icon
3. Modify group information
4. Update member assignments
5. Click "Save" to update the group

Deleting User Groups

1. Click the delete icon next to the group
2. Confirm deletion in the popup dialog
3. Note: Users are not deleted, only removed from the group

Status Management

• Activate/Deactivate: Use toggle switch to enable/disable groups
• Green: Group is active and available for use
• Gray: Group is inactive and cannot be used

Group Member Management

Member Assignment

• User Selection: Choose users to add to groups
• Bulk Assignment: Add multiple users at once
• Member Removal: Remove users from groups
• Assignment Validation: Ensure proper assignments

Adding Users to Groups

1. Edit the user group
2. Select users from the available list
3. Click "Save" to update the group
4. Users will inherit group permissions and site access

Removing Users from Groups

1. Edit the user group
2. Deselect users from the member list
3. Click "Save" to update the group
4. Users will lose group-specific permissions

Group Hierarchy

Flat Structure

• Simple Organization: Simple group organization
• Member Access: Group members share permissions
• Site Access: Group members access assigned sites
• Permission Sharing: Members share group permissions

Group Relationships

• Independent Groups: Groups can exist independently
• Site Assignments: Groups can be assigned to multiple sites
• User Overlap: Users can belong to multiple groups
• Permission Inheritance: Users inherit permissions from all groups

Site and Site Group Assignments

Understanding 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
• Assignment Validation: Ensure proper assignments

Managing Assignments

• Group-based Assignments: Assign sites to user groups
• Bulk Management: Manage multiple assignments at once
• Individual Override: Individual user assignments can override group assignments
• Assignment History: Track assignment changes

User Group Interface

Group Management

• Group Listing: Display all user groups
• Group Creation: Create new user groups
• Group Editing: Modify existing groups
• Member Management: Manage group members

Group Operations

• Add Members: Add users to groups
• Remove Members: Remove users from groups
• Bulk Operations: Manage multiple members
• Assignment Validation: Validate member assignments

Modal Interfaces

• Create Group: Modal for creating new groups
• Edit Group: Modal for editing existing groups
• Member Assignment: Modal for assigning members

Best Practices

Group Organization

• Logical Grouping: Organize users in logical groups
• Group Naming: Use clear, descriptive group names
• Member Management: Regularly review group memberships
• Assignment Validation: Validate group assignments

Group Management

• Regular Reviews: Periodically review group memberships
• Documentation: Document group purposes and memberships
• Access Control: Control who can manage groups
• Audit Trail: Maintain group change history

Troubleshooting

Common Issues

• Member Problems: Check group member assignments
• Assignment Issues: Verify group assignments
• Validation Errors: Check group validation rules
• Permission Issues: Verify group permissions

Debugging Steps

• Check Assignments: Review group member assignments
• Verify Permissions: Confirm group permissions
• Review Logs: Check group activity logs
• Test Assignments: Test group assignment operations