# Groups

# Create group

To create a group, proceed as follows:

  1. Open the ELO Administration Console.

  2. Open the user and group administration (System settings > User and group administration).

    Create new group

  3. Select New group.

    The Group area opens.

    Ribbon in the 'Group' area

  4. Configure the new group. Navigate to the Basic settings, Group membership, and User rights tabs to do so.

    For more information, refer to the following section 'Configuration'.

  5. Once you are finished with configuration, select Save group to save it.

You have created a new group.

# Configuration

# Define basic settings

In the Basic settings area, you define the Group information, Properties, and additional Information.

# Group information

'Group information' area on the 'Basic settings' tab for groups

  • Name: Mandatory field. This can be changed later.

  • Display name: Shown as the group name in the client.

    If you want to offer translated texts, you can configure them via Edit translation.

    You will find more information under ELO packages > Other topics > Translations > Use translation variables (opens new window).

  • E-mail address: Displayed in the user profile in the client and can be used in workflows, forms, and scripts.

  • Administrator: The name of the account used to create the new group is automatically entered. If this user has the Main administrator right, the Administrator user is entered in the Administrator field. This can be changed later. Determines who may edit the master data of the group.

  • Supervisor: Can be used in workflows, forms, and scripts. If this field is left blank, the content of the Name field is used.

  • Usage:

    • Visible in user lists: If this option is enabled, the group will show up in the corresponding selection lists in the ELO client. If the option is disabled, the group still exists in ELO, but it is not shown in the corresponding selection lists in the ELO client.

    • Option group: Option groups are defined for the purpose of assigning specific ProfileOpts. Only these groups show up in dialog boxes where settings are made for other ELO accounts.

      For more information on option groups, refer to Option groups.

    • Substitution allowed: You can control how rights are distributed via the substitution module. For groups that have the substitution right, rights can be transferred to substitutes.

    • Functional role: If this option is enabled, members of this group are asked during logon whether they want to assume the functional role for the current session.

      This option makes sense if a user has to perform different tasks in ELO that require different permissions and rights.

# Properties

'Properties' area on the 'Basic settings' tab for groups

# Information

'Information' area on the 'Basic settings' tab for groups

  • Description: The entry can have a maximum of 250 characters.
  • Last changed on: Is updated automatically.
  • ID: Each group is automatically assigned an ID, which can be used to address the group in other functions.
  • GUID: Each group is automatically assigned a GUID. The GUID can be used to address the group in other functions.

# Option groups

User-specific options are generally assigned to a user. However, group options are applied if there are no user-specific options. If these have not been defined, then the settings for the Everyone group are applied. If settings have not been defined for this group, there is also an ELO default value (company default setting or client default).

Levels concept in the configuration

These groups allow you to control who has access to specific functions.

You can define which users can execute ELO functions from the context menu, or only from the ribbon buttons, or both at once, and can even block access to parts of the software. It is also possible to control scripts and script functions as well as icons for each option group.

This is practical for ELO workstations with special areas of responsibility, in order to improve usability and to prevent incorrect usage.

Please note

An ELO user should only be a member of one option group. Memberships in multiple option groups can result in conflicting settings.

# Define group membership

Overview of configuration options in the 'Group membership' tab

1 Members: Add existing users or groups as members. The number of group members is shown in brackets.

2 Group membership: Inherit existing group memberships from other groups or users or manually add existing groups. The number of group memberships of this group is shown in brackets.

Information

Groups can be incorporated into other groups. This allows you to implement complex combinations of rights settings and permissions concepts.

Information

If you type a space in an input field, the entire list of available users and groups will be displayed.

Link icons on the 'Group membership' tab

To reach the settings for a member or associated group, select the corresponding link icon. The settings open in a new browser tab.

# Assign user rights

Overview of configuration options in the 'User rights' tab

There are three options for assigning user rights:

Information

Ideally, all rights are inherited through groups. This makes it easier to assign and manage rights.

# Delete/hide group

Please note

When you delete a group, it is deleted permanently.

Do not delete any groups that have already been used in ELO. This can lead to inconsistencies. In this case, it is better to hide the group.

There are two ways to hide a group:

# 'Delete group' dialog box

To hide a group in the Delete group dialog box, proceed as follows:

  1. Open the ELO Administration Console.

  2. Open the user and group administration (System settings > User and group administration).

  3. Select the group you want to hide.

    'Delete group' button

  4. Select Delete group.

    The Delete group dialog box appears.

    'Delete group' dialog box

  5. Select Hide group.

The corresponding basic setting is changed automatically. The group is hidden.

# Change basic settings manually

You can also change the basic settings manually to hide a group.

'Visible in user lists' check box in the 'Group information' area

Proceed as follows:

  1. Open the ELO Administration Console.
  2. Open the user and group administration (System settings > User and group administration).
  3. Select the group you want to hide.
  4. Go to the Basic settings tab and navigate to the Group information area.
  5. In the Usage area, uncheck the Visible in user lists box.

The group now only exists in the background in ELO. The rights assigned via the group are maintained and previous actions with this group, such as participation in workflows, are still visible in ELO.

Last updated: November 5, 2024 at 7:43 AM