Managing User Groups

Manage your list of user groups, within OneBoxBM, using the user group manager.

• Group names must be unique.
• Users can be assigned to multiple groups.
• In order to manage user groups, you must be granted access to do so.
• The super user group cannot be changed directly.
• The primary user and any super users already have full system access, so there is little to be gained from assinging them to a group directly.
• You may be presented with a list of users when deleting a group; said list will include all users that will be affected by the action.

Creating a new user group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Users' section and find the item with the header 'User Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the group.
6. Add the relevant users to the group.
7. Click/Press the 'Save' button.

Updating and existing user group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Users' section and find the item with the header 'User Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting a user group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Users' section and find the item with the header 'User Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and either:
   • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
   • Click/press the 'Edit' button and click/press the 'Delete' button once the record as loaded.
5. When prompted, click/press the 'Delete' button on the confirmation dialog.
6. If there's any users in the group then you will be presented with an impacts dialog.
   Once you've reviewed the list of impacts click/press 'Continue'.