Managing User Groups

With user groups, you can combine Consolidation & Financial Planning users and assign shared permissions to all members at once, instead of configuring each user individually. You can create and manage user groups in Administration | User management | User groups.

For each user group, you can:

To create a user group:

The list of user groups displays the following information:

By default, the most recently edited user groups are displayed at the top of the list. You can filter the list by user group name and sort by last edit date.

To manage an existing user group, open the menu of the icon in the group's row:

To delete several user groups at once, activate the check boxes in front of the relevant groups and click Delete user groups at the top right.

To configure a user group, select the user group in the list to open the Edit User Group panel. In addition to the User group name, the panel provides the following tabs:

To define permissions, open the Workspaces, Data access, or Other permissions tab and activate the Read and/or Write check boxes in the My set permissions column for the relevant areas. Permissions inherited from other user groups are displayed in the Inherited column.

The Workspaces permission tab is displayed as follows, for example:

On the Permissions transferred tab, you can transfer the user group's permissions to individual users or to other user groups, optionally for a limited period. The tab is displayed as follows, for example:

To transfer the group's permissions:

On the Permissions received tab, a user group can inherit the permissions of one or more other user groups. The columns work the same way as on the Permissions transferred tab, except that only user groups can be selected. The tab is displayed as follows, for example:

To receive permissions from another user group:

To review the changes made to a user group, click the icon in the group's row and choose Change log. The Change Log dialog is displayed as follows, for example:

The change log lists actions such as a user group being created or edited, elements (users or user groups) being added to or removed from the group, and the user group itself being added to or removed from another user group. Depending on the action, the Name, Element, Group, and Parent columns identify the affected user group, member, or related group. You can sort and filter the Time, User, and Action columns.