DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

Groups

A group is a set of members with common access right settings that are managed together.

A group is usually related to a feature of the organization. For example, a group may include all employees at a work site, or all business analysts in the company.

Background and Setup

Video: Access Control

Examples

(Example) Add a Group
(Example) Change the Roles for a Group
Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

To create groups in Modern Add an App Experience is available in these releases:
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher.
Other ways to create groups are added before AgilePoint NX v8.0 release.

How to Start

Manage Center

Click Manage.
In Manage Center, click Access Control > Groups.
On the Groups screen, click Add Group.

Modern Add an App Experience

In App Builder, in the Modern Add an App Experience, create an app.
For more information, refer to:
- Modern Add An App Experience (Process-Based App)
- Modern Add An App Experience (Form-Based App)
On the Anything else right now? screen, in the Groups and Roles field, click Create.
On the What do you want to call your role? screen, click the Groups tab.

Add or Edit Group > Basic Group Information tab

Adds or changes the basic information for a group.

Add Group Basic Group Information tab — Figure: Add or Edit Group > Basic Group Information tab

Fields

Field Name	Definition
Group Name	Description: Specifies the name of your group. The value of this field is used for the My Group and My Group Peers view in the Work Center. Allowed Values: A valid group name. Default Value: None Example: Refer to: (Example) Add a Group (Example) Change the Groups for a User
Description	Description: A description of the group. Allowed Values: More than one line of text. Default Value: None
Group Lead	Description: Shows the name of the manager or head of the organizational unit for the group. Allowed Values: A group lead name from the list. Default Value: None Example: Refer to: (Example) Add a Group

Add or Edit Group > Group Members tab

Adds or changes the specified members to a group.

Add Group Group Members tab — Figure: Add or Edit Group > Group Members tab

Fields

Field Name	Definition
Search Current Members	Function: Does a search for users to add to the group.
Add Member	Function: Adds the specified users to the groups.
Delete	Function: Deletes the specified member from the group.
Current Member	Description: Shows the members in the group. Allowed Values: Read only.
Type	Description: Shows the types of members in the group. Allowed Values: Read only.

Available Members screen

Adds users to a group.

Available Members screen — Figure: Available Members screen

Fields

Field Name	Definition
User Name / Full Name / Department	Description: Specifies whether to add the users or departments to the group. Allowed Values: User Name Full Name Department Example: Refer to: (Example) Add a Group
Search Available Member	Function: Does a search based on the specified text. Example: Refer to: (Example) Add a Member to a Role (Example) Add Administrators
User Name	Description: Shows the AgilePoint user name. Allowed Values: Read only.
Email	Description: Shows the email address of the user. Allowed Values: Read only.
Department	Description: Shows the department for the user. Allowed Values: Read only.

Add or Edit Group > Configure Access Rights tab

Adds or changes the roles for a group.

Add Group Configure Access Rights tab — Figure: Add or Edit Group > Configure Access Rights tab

Fields

Field Name	Definition
Search Roles	Description: Lets you find the specified role. Allowed Values: A role name. Default Value: None
Select All	Description: Selects all the roles listed on the Configure Access Rights tab. Allowed Values: Selected - Selects all the roles on the Configure Access Rights tab. Deselected - Only the specified roles are selected. Default Value: Deselected
Role List	Description: Shows the list of roles you can select to apply to the group. Allowed Values: If a role is selected, it is applied to the group. Default Value: Deselected Example: Refer to: (Example) Change the Roles for a User
Access Rights	Description: Shows the access rights associated with all the active roles for the group. Allowed Values: Read only.
View All Access Rights	Function: Shows all access rights associated with all the roles in the tenant.
View Assigned Access Rights	Function: Shows the access rights associated with the roles assigned to the group.
Collapse All	Description: Closes the access right list and shows only the tabs.
Expand All	Description: Shows the access right list.

Edit Group > Audit Log tab

Shows the audit log for a group.

Edit Group Audit Log tab — Figure: Edit Group > Audit Log tab

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher.
This screen only shows in Manage Center.

Fields

Full documentation coming soon.

Field Name	Definition
Search Roles	Description: Lets you find the specified role. Allowed Values: A role name. Default Value: None
Role List	Description: Shows the list of roles you can select to apply to the user. Allowed Values: If a role is selected, it is applied to the user. Default Value: Deselected Example: Refer to: (Example) Change the Roles for a User (Example) Change the Roles for a Group
Access Rights	Description: Shows the access rights associated with all the active roles for the user Allowed Values: Read only.
Update	Function: Changes the selected user's role information.