Skip to main content

FieldLogs

Creating Role Groups

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

To create a Role Group:

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

    RoleGroup1.png

  2. Click the Groups tab. 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 Role Group dialog appears.

    NewRoleGroupDialog.png

  4. Enter a name for the Role Group.

  5. [Optional] Enter a description.

  6. [Optional] Add Tags for the Role Group. Mutiple Tags can be associated with a Role Group. Tags are used organize Role Groups.

    RoleTags.png

    You can also search for Role Groups based on Tags.

    RoleGroupTags.png

  7. Select the Roles and/or Role Groups to be bundled together into the current Role Group.

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

    RoleGrpRoleType.png

  8. Click Create.

    RoleGroupClickCreate.png

    You have created the Role Group successfully. The Role is displayed in the list of Roles as shown.

    RoleGrpCreatedSuccess.png

    The Role Group can now be associated with users by selecting the users in the User Association tab. To associate users with a Role Group, follow the same steps described under associating users with a Role.

    RoleGroupUserAssociation.png
In this section: