User Groups
User groups can be created based on a specific property to be used in authorization definitions or during flow design.
For example; At a certain step in the flow of a project, the action of 3 users defined in the system as a control group is needed. In this case, instead of adding fixed Position objects to the flow and defining these 3 users in the corresponding position objects, a user group record with these 3 people is created from the "User Groups" section and the action is reduced to this user group at the corresponding step of the flow. Thus, when a new user is added to the control group structure or an existing user is removed from this group, manageability is increased by editing directly the relevant User Group record instead of interfering with the flow design.
As another example; When only certain people want to be able to see a project or report added to the application menu, a user group is created to host these people and the authority of the relevant menu nodes is given directly to the group instead of being given to individual users. In this way, users who belong to the group will automatically benefit from the privileges given to the group.
The list of available user groups and their detailed information can be accessed under the heading "User Groups".
Adding a new user-group to the system, existing viewing-user-group information or modification-of user group information are also carried out under this heading.
Clicking on the User Groups heading lists all the user groups defined in the system in the panel that opens.
The columns of this user group list structure can be sorted, records can be filtered, details of an existing record can be entered, a new user group can be added, or an existing record can be modified.
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Add a New User Group
On the screen where User Groups are listed, there is a button named **"New" in the upper left corner. Using this button, a new user group can be defined to the system.
Clicking on the "New" button will open a blank user group information screen to enter the newly defined user group information.
The fields on the user group information screen and their descriptions are as follows;
| Feature | Description |
|---|---|
| Group Code | Id information of the group to be created |
| Description | Field to enter group description |
| Status | This is the area where the status of the group in the system is indicated. The values it receives;<br/>Active : The user group is active. A current group of users who can actively trade in the<br/> systemPassive : The user group is inactive. Can no longer be considered an unused group and play an active role in the system |
| Transfer Status | Specifies the status of importing the user group into the system from external HR applications. The values it receives;<br/>Active : means that the user group is transferred to the system with the HR applicationPassive : The user group is not transferred to the system with the HR application, it means that it is<br/> managed manually |
| If there is a multi-company structure in the organization, all the companies defined in the system are listed in this field, the company information that the group belongs to is selected from here | |
| If there is "Group Properties" defined for the user group, the user group properties are listed here and the property data of the user group to be added is entered in this field | |
| Users in Group | This is the part where the users to be added to the group are selected. Here all users defined in the system are listed, and the users who want to be included in the group are selected from this list. |
The values of the new user group in the group information screen are entered and then the "Save" button at the top of the screen is pressed. Thus, a new user group is added to the system.
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After entering the new user group information and pressing the "Save" button, the newly added user group is added to the existing user group list.
Display of User Group Information
Clicking on a record in the user group list will open a screen with the corresponding record, group information.
The detail information of a user group defined in the system can be accessed in this way.
Editing User Group Information
Clicking on the row of the group whose information is to be edited from the user group list will open the screen with the relevant group information.
After any changes are made to the user group information screen, the "Save" button at the top of the screen is pressed to update the information.
Current registration;
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The record with the username "duyar" is removed from the group and replaced by another user with the username "ademir";
Saving the change;
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Best Practice
CORRECT USAGE
- The user id information representing each user group must be unique