Establishing User Groups

Topics

Adding a User Group

Before you can grant a user certain privileges in Civic Platform, you must determine what privileges you want to include in the user group. When you add a new user group you can determine each function you want to make available to users who are part of the group. You can also determine what level of access you want to apply to each function—for example, “full access” or “read only.”

Note:

Although you cannot delete a user group, you can disable the user group.

To add a user group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose User Profile > User Group.

  3. Click Add.

  4. Complete the fields as described in Table 1.

  5. For each function, select the level of access you want to grant to the user group.

  6. Click Save.

    Table 1. User Group Fields
    Group Name Enter a unique name for this user group that describes the functions and privileges of the group. For example, enter “Admin Full” or “Inspectors.”
    Module Select the module you want to make accessible to users in this group.

    If you want to give this user group access to additional modules, you can set up a new user group with the same name, but choose a different module.
    Description Enter a description of the user group.
    Status If you want the user group to be available to use Civic Platform, select Enable; otherwise, select Disable.

Searching for a User Group

You can search for any user group on your system, including those you previously disabled. For example, you can search for a user group to update information or to change its status.

Note:

To see a list of all user groups, Click Submit without entering the group name.

To search for a user group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose User Profile > User Group.

  3. Enter the name of the user group in the Group Name field.

  4. Click Submit.

    Civic Platform displays the User Group Browse page.

  5. Click the red dot next to the group you want to edit.

Editing a User Group

After you create a user group, you might need to change some of the functions and privileges within the user group. You can change the group name as well as the group status. If you no longer use a user group, you can disable it.

To edit a user group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose User Profile > User Group.

  3. Search for the user group you want to edit.

  4. Complete the necessary fields as described in Table 1.

  5. For each function, select the level of access you want to grant to the user group.

  6. Click Save.