Manage User Groups

You can create user groups by work areas such as finance or HR to manage multiple users simultaneously. The users belonging to a single user group will have the same permissions and they can be assigned tasks; members of a user group can complete these tasks in the same way that they complete a task that is assigned directly to them. Other is the default user group provided in Easy Workflow Cockpit.

You can use the Export to Excel option to export the details about the user groups, such as when and who last updated the user group, to an Excel workbook. You can use the Show Filter Row option to filter data by entering text in a column and the Show Find Panel option, which is available when you right-click a column header, to search for text in the User Groups window. Also, you can right-click the column header and customize the columns that appear in the User Groups window using the Column Chooser or Hide This Column options.

Add or Edit User Groups

This topic describes how to add or edit a user group in Easy Workflow Cockpit.

To add or edit a user group,

1. In Easy Workflow Cockpit, select Manage > User Groups. The User Groups window appears.
2. To add a user group, select Add. A new row is added in the User Groups window.
3. To edit a user group, select the user group that you want to edit, and select Edit. The user group name for the selected user group is highlighted in the User Groups window.
4. Enter the name of the user group.
5. To make the user group active, select the Active checkbox. By default, this checkbox is selected. The user group is added and is active; the user group is displayed in the Assign To drop-down menu of Basic Step Definition tab of the workflow designer window, when you are adding or editing a workflow.
6. To make the user group as the default user group, select the checkbox in the Default column. When a user is added, the user is added to this default user group.

   

Delete User Groups

This topic describes how to delete a user group in Easy Workflow Cockpit.

To delete a user group,

1. In Easy Workflow Cockpit, select Manage > User Groups. The User Groups appears.
2. Select the user group that you want to delete and select Delete.
3. If the user group is assigned to a workflow step, has active workflow items assigned to it, or has users associated with it, perform the following steps in the User Group Validation window:
   1. Select Show Detail. The workflow step associated with this user group or the users who are in this user group is displayed.
   2. Select OK.
   3. Remove the user group from the workflow step, reassign the active workflow items to other users or groups, or the users associated with the user group, and then delete the user group. The user group is deleted.

      

4. If the user group is not assigned to a workflow step and if it has no users associated with it, select Yes in the Delete User Group window. The user group is deleted.

Manage Users

This topic describes how to manage a user group in Easy Workflow Cockpit.

To manage a user group,

1. In Easy Workflow Cockpit, select Manage > User Groups. The User Groups window appears.
2. Select the user group whose users you want to manage and select Manage User(s). The Manage User Group assignment window appears.
3. Select the users who must be added to or removed from the particular user group.
4. Select Apply and OK. The Save Confirmation dialog appears.
5. Select Yes. The selected users have been added to or removed from the particular user group.
6. Optionally, select Export. An Excel workbook is generated with the names of the selected users for the user group.