User Groups (USRG)

The User Groups page of the Administration perspective lists all User Groups of a Client. User Groups let you collect users and assign them identical authorizations and privileges, helping to simplify administrative tasks. You can add as many User Groups as you need. Users can be assigned to as many User Groups as needed.

You need the Access to Administration privilege in your User definition to be bale to see the User Group members. See also AWI Access Control

Tip: You may need to work with many objects, lists and monitors simultaneously. To make your work easier, you can open them in different browser windows and arrange them side by side on your screen. For more information about this and other useful functions, see Opening and Arranging Multiple Views.

This page includes the following:

1. In the Administration perspective, go to User Management > User Groups.

2. Right-click anywhere on the list and select Add User Group.

3. On the Add User Group dialog enter the name of the group. Choose a descriptive name that helps you identify the purpose of this User Group later on. The name must be unique within the Client.

   Maximum length: 200 characters.

   From now on, the new User Group is available both in the User Group list in the Administration perspective and in the Explorer (root folder) list in the Process Assembly perspective. Right-click the User Group and select Show in Folder to see its location in the Process Assembly perspective.

4. The Assigned Users page is displayed; it contains the list of Users that are assigned to this group. You assign new Users to the group here too. Right-click anywhere on the list and select Assign Users.

5. The Assign Users dialog is displayed. It contains all the users that are defined in the Client.

   • In large systems, this list can be very long. Use the Filter function to restrict its content. You can filter for Active/Inactive and for Locked/Not locked users.

   • You can also search for specific user(s). Start typing the name of the users. The list is filtered accordingly as you type.

   Select the users that you want to assign to this group and click the Assign Users button.

6. Grant this User Group the authorizations and privileges that its members should have. For more information see:

   • Granting Automation Engine Authorizations

   • Granting Automation Engine Privileges

   See also Minimum Required Authorizations.

7. Save your changes.

Searching for User Groups

In large systems, this list can be very long. Use the box in the toolbar to search for specific User Group(s). Start typing their name or title, the list is filtered accordingly as you type.

Duplicating User Groups

You can save time when defining a new User Group by duplicating an already existing similar one and modifying its settings.

Renaming User Groups

When you rename a User Group you can enter a title, which will be displayed in the Title column in the list. Use the title to further define the purpose of the User Group. This will help you in the future if you have many User groups and you need to identify them quickly in the list.

Moving User Groups to Different Folders

This function allows you to move User Groups from one folder of the Process Assembly to another.

To Move a User Group

1. Select one or more User Groups to right-click and select Move.

2. The Move dialog is displayed.

3. In Folder click the arrow to open the folder tree structure in your Client and select the destination.
4. Click Move.

Moving User Groups to Different Clients/Systems

The first step when moving objects from one Automation Engine system to another or from one Client to another is to put them in the Transport Case. To do so, right-click one or more User Groups and select Transfer> Transport.

For more information about transferring objects and its procedure, see Transporting Data.

Importing/Exporting User Groups

The Import/Export functions are also available by right-clicking a User Group and selecting Transfer > Import/Export. They also let you move objects from one Client to another within the same Automation Engine system of from one system to another. For more information, see Importing/Exporting Objects. See also Importing/Exporting vs Transporting.

• User Management: Defining and Managing the Authorization System

• User Management: Watch the Videos

  These videos explain Automic Automation's user management concept (user administration, their passwords and their access to Clients, as well as with the actions they can perform and the functions they have access to).

• Users (USER)

• The Users List

• Example: Creating a Basic Client/User Landscape

• Example: Defining Authorizations at User Group Level

• Copying the Object Name

• Search for Use

• Object Links