Index
Speaking of groups...
This feature is intended to identify and gather in groups users who have the same interests and goals. This meeting of users into groups makes it easy to define access permissions to the various functions of the platform. It is necessary that users are already properly registered. This registration is made in Users of the Control panel.
Also possible to include groups that were previously created. When Group B is added to the group, all users of the Group B become part of group a. If the users select the group to all users of the Group A and B will be presented, but when is selected the Group B only users in Group B are presented. This feature is called user groups hierarchy.
User groups can also be added into clouds of relationship - when this feature is active. In this case, when a user group belongs to a cloud of relationship, all of your users can view the contents of the members of the cloud. Consequently, when you include a user to the group, it automatically has access to the content of the cloud. To delete it, it ceases to show the content shared among members of the cloud.
Add group
01. In the main menu, click Control Panel, then check People container and click Group.
After you save a process, you must edit it to include users.
There are two ways to relate a role workflow to a user:
1st paper workflow itself.
2nd option Users/Edit/Register Button/Adicionar. Papers
02. Press Add.
03. Insert the code.
04. Insert the description.
05. To add users to the new group, click Add user.
06. To add roles to the new group, click Add role.
Attention!
If the Administrator role is added to the group, users who belong to the group will automatically inherit the Administrator role. Therefore, it will not be possible to deactivate any user in this group as long as the Administrator role is associated with it.
07. To add groups to the new group, click Add group.
When creating a group you can add sub-groups to the new group. These sub-groups are groups created earlier.
08. If necessary it is possible to delete one of the items, to this simply select the item and press Remove.
09. To include any more information you should trigger Register additional data.
When creating a group you can add sub-groups to the new group. These sub-groups are groups created earlier.
10. Press Save.
Edit Group
01. Select the group you want to edit.
02. Press Edit.
03. Change group information.
The code cannot be modified.
04. Press Save.
Define Users
01. Select the Group on which you want to define users.
02. Press Edit.
03. Press Add user.
04. Insert the user (s) that will be part of the group.
05. Press Confirm.
To delete a user who is part of the group, should be selected the user you want to delete and press Delete.
06. Press Save.
Delete Group
01. Select the group you want to delete.
02. Press Remove.
03. Press OK to confirm the deletion.
The platform will perform validations before deleting the group. For example, if the group to be deleted is assigned as an approver of some document, the group cannot be deleted until all of its pending issues are resolved. Similarly, the group’s users may lose access to documents or processes in which permissions had been set by the group, in which case the administrator must individually set permissions in other groups or roles.
Group permissions
Permissions can be directly associated to the group or associated with that group’s roles.
Access permissions
The permission options presented depend on the feature type. For more details, see the Permissions documentation.
01. In the main menu, click Control Panel, check the People group and click Groups.
02. Select the group you want to change.
03. Click Edit.
04. In the Permissions section, click Manage permissions.
A screen will open containing all the features released for the group. It is possible to add other permissions, check details or manage them.
Add permission
01. Access the group’s permissions screen, as presented in the Access permissions item.
02. Press the Add button.
The available feature categories will be displayed in menu order. Search or filter can be used to make it easier to find information.
03. Find the category for which you wish to define permissions and click the button 
to expand the features.
04. Find the desired feature and click the button 
to access the permission options.
05. Check the permission options that must be applied to the group.
06. Click Finish to apply the permissions in the feature.
07. Click Finish to conclude permission management for the group in question.
Query permission details
01. Access the group’s permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to view the specification.
03. Click the button 
in the Actions column.
Manage permissions
01. Access the group’s permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
03. Click the button 
in the Actions column.
04. Modify permission options as needed.
05. Click Finish to save the changes.
Delete permissions
01. Access the group’s permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
03. Click the button 
in the Actions column.
04. Click Finish to save the changes.
Please note!
This documentation is valid from the 1.7.1 Crystal Lake update. If you use a previous update, it may contain information different from what you see on your platform.
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