User Groups
User groupsUser groupA container that coalesces users so security, profiles and layouts can be managed and shared for the whole group at once. let you manage settings for collections of users in one place. You assign rolesUser roleA named bundle of user actions assigned to users and user groups. Permissions flow through roles, never directly to a user. and user profiles to a group, and you configure data-driven securityData-driven securityRestricting which records a user can see based on the data itself - for example a region or business unit - rather than on their role. (filter valuesFilter valueA single value inside a filter group, used as a qualification on a resource or a requirement on a task., categoriesCategoryA visual indicator (a color) applied to appointments to classify or label them. and time markersTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time.) on it, exactly as you would for an individual user.
A user inherits the settings of every group they belong to. When security is assigned on both the user group and the user, the least restrictive permissions apply. A few examples:
- The user group has only the planner role, and the user has only the "Personalization" role. The user ends up with both the planner and personalization roles.
- The user group grants values A and B for filter group 1, and the user is granted value D for the same filter group. The user has permissions for A, B and D, but not C.
- The user group has profile A and the user has profile B. The user can use both profiles A and B.
Managing user groups works the same way as the user setup.
The user groups grid is the master grid. When you select a user group, every connected grid refreshes to show the entities assigned to that group.
To assign a role, category or anything else, tick the matching checkbox. Just make sure the correct user group is selected first.
Shortcut keys
| Shortcut key | Action | Remark |
|---|---|---|
| DELETE | Deletes the selected records. Is the equivalent of the delete button. | Only when a delete button is present |
| CTRL + click on group | Collapses the other groups in the grid | Only possible when grouping is set |