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Creating Role Groups

A Role Group is a single entity that comprises Roles and/or other Role Groups.

To create a Role Group:

  1. On the main menu, go to Enterprise > Roles > Roles.

    Roles_Navigation.png

    The section Roles opens.

    PageRoles.png
  2. Click the tab Groups. All the Role Groups defined are listed. The number of Roles bundled together in the Role Group is indicated next to the name of the Role Group.

    RoleGroupsTab.png
  3. Click Create Role Group.

    ClickCreateRoleGroup.png

    The Create New Role Group dialog appears.

    NewRoleGroupDialog.png
  4. Enter a name for the Role Group.

  5. [Optional] Enter a description.

  6. Set the Role Visibility.

    RoleVisibility.png

    By default, Private is selected.

    When the Role Group Visibility is set to Private, only users associated with the Role Group or Admin users can view the Role Group.

    When the Role Group Visibility is set to Public, users with appropriate access rights can view the Role Group irrespective of whether they are associated with the Role or not.

  7. [Optional] Add Tags for the Role Group. Multiple Tags can be associated with a Role Group. Tags are used to organize Role Groups.

    RoleTags.png

    You can also search for Role Groups based on Tags.

    RoleGroupTags.png
  8. Select the Roles and/or Role Groups to be linked to the current Role Group.

    Check/uncheck the Role Type(s) as highlighted below to filter the Roles by Type.

    RoleGrpRoleType.png
  9. Click Create.

    RoleGroupClickCreate.png

    You have created the Role Group successfully. The Role Group is listed as shown.

    RoleGrpCreatedSuccess.png

    The Role Group can now be associated with users by selecting the users in the User Association tab.

    RoleGroupUserAssociation.png