User Groups (USRG)

The UserGroups page of the Administration perspective lists all User Groups of a Client and allows you to group Users in as many groups as desired to assign them identical authorizations and privileges, thus, helping to simplify administrative tasks. Right-clicking a User Group opens a context-menu which provides all functions available such as adding, deleting, renaming User Groups, etc.

Object Definition

• Object class: System object
• Object type/Short name: USRG

Tip: When working with the Automation Engine system, 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 see Showing Windows Side by Side.

Overview

You can add as many User Groups as desired. Assigning Users to one or several User Groups simplifies administrative work. You can define User assignments, folder assignments, access rights, authorizations and privileges with the User Group object.

Defining User Group Objects

The steps for defining UserGroups are the same as for any other object.

Note: User group names are limited to a maximum of 200 characters.

A UserGroup definition is made up of the following pages:

• Standard pages that are always available, no matter what type of object you are defining:
• General Page
• Version Management Page
• Documentation Page
• User-specific pages:
  • Automation Engine page
    • Granting Automation Engine Authorizations
    • Granting Automation Engine Privileges

Working with User Groups

Once you have defined a User Group object, it is available on the User Groups list. Right-click a User Group to access the following functions:

• Open/Open in a New Window

  Opens the UserGroup object for editing

  You can select just one or multiple User Groups. In the latter case, a tab per selected User Group opens, where you can edit the object settings. For more information, see Editing Objects.

• Show in Folder

  Shows the location of the User Group in the Explorer pane.

• Search for Use
  

  Opens the list of objects in which the selected User Group is being used.

• Searching for User Groups

• Refresh the list

  Click the refresh icon at the top right-hand corner of your environment to refresh the current view.

• Export the contents of the list

  Click the export button on the top right corner of your environment to export the currently visible data to a CSV file.

  Note: Depending on the browser you are using, you will either be prompt to define the location of the file or you will find it at the bottom of your browser.

The following functions are available when you select and right-click it and via the toolbar buttons:

Searching for User Groups

The Search UserGroup box is an additional search field that is displayed only in the UserGroups page and allows you to search for a specific UserGroup. Type the text or part of the text you are looking for and all the Users that meet your search criteria will be displayed in the UserGroups list.

Tip:You can search in both the UserGroups Name and the Title columns.

Managing User Groups

To Duplicate a User Group

This function allows you to duplicate an existing User Group which is particularly useful when creating groups with the same authorizations and privileges.

1. Select a User Group and do one of the following:

   • Right-click and select Duplicate  
   • Click Duplicate on the toolbar

2. On the Duplicate UserGroup dialog, define a new Name.
   Note: User group names are limited to a maximum of 200 characters.

3. Click OK.

   The new User Group is now available on the UserGroups list and has the same setup and rights assigned to the original group.

To Rename a User Group

This function allows you to edit the name of an existing User Group.

1. Select a User Group and do one of the following:

   • Right-click and select Rename  
   • Click Rename in the toolbar

2. On the Rename UserGroup dialog, define a new Name.
   Note: User group names are limited to a maximum of 200 characters.

   Optionally, enter a Title for the User Group.

3. Click Rename.

   The renamed User Group is now available on the UserGroups list.

To Move a User Group

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

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

2. The Move dialog is displayed.

   If you have selected more than one User Group, this is indicated in the Name field.

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

To Transport a User Group

This function lets you send User Groups to the Transport Case of the Process Assembly.

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

2. Select Transport. A notification is displayed at the top of the page.

   The User Group(s) moved are now listed on the transport case of the Process Assembly and is/are ready to be exchanged among Automation Engine systems or individual Clients within the same Automation Engine system.

To Delete a User Group

This function allows you to delete User Groups.

1. Select one or more User Groups and do one of the following:
   • Right-click and select Delete
   • Click Delete in the toolbar
2. Confirm your action:
   • If you have selected more than one User Group, the dialog indicates the number of groups you are about to delete.
   • if you have selected only one, the dialog displays the name of the User Group you are about to delete.
3. Click Delete.

See also:

• Users (USER)
• Example: Creating a Basic Client/User Landscape