User Right Groups — Managing Rights, Permissions and Privileges for Users

Estimated reading time: 5 minutes | Target users: IT Admins

User right groups form the basis of productname.label’s permission system. User rights specify what users can do in your project and which functions they are allowed to use. User rights are arranged in User right groups, which then correspond to the various user personas of productname.label. Therefore, once you assign a user to a User Right Group, the user will be able to work within the preset limitations of the given User Right Group.

In this lesson, you will learn how to:

• Create and set up User Right Groups
• Modify existing User Right Groups
• Delete and compare User Right Groups

1. Managing User Right Groups

There are two main types of User Right Groups in productname.label: a user can be assigned either to a Supervisor group or an Agent group. These two have different sets of permissions listed in them since these two main types of users work on different interfaces of productname.label — therefore, they have access to different sections and settings of the software right from the beginning. Once a user is assigned to a Supervisor group, it is then not possible to switch or transfer that same user to an Agent group (and vice versa).

Nested under the Supervisor and Agent main groups, there are four sub-groups by default. These are: Admin, Supervisor, Wallboard (in the Supervisor group) and Operator (in the Agent group). These can be modified later or even new groups can be created.

1.1 To Create User Right Groups

If you want to create a new User Right Group with personalized settings to meet your business needs, you can do it in a few simple steps.

1. From the productname.label menu, select users_menu.menu.label > menu_rights.right.label.
2. Press action.toolbarbutton.label, then select add.action.
3. Enter a name for your group.
4. Select a group type, depending on the type of user account members you wish to add.

1.2 To Clone a User Right Group

There might be a case when setting up several groups would result in a long and tedious work procedure. However, if you need to set up groups that differ only a bit from one another, then cloning User Right Groups might be just the right action for you.

1. From the productname.label menu, select users_menu.menu.label > menu_rights.right.label.
2. Select a group.
3. Press action.toolbarbutton.label, then select group_clone.menuitem.label.
4. Enter a name for your group, then press copy.label.

1.3 To Add or Remove Rights

Once a User Right Group is created, you can specify the set of permissions you want to grant your users who are assigned to given User Right Group.

1. From the productname.label menu, select users_menu.menu.label > menu_rights.right.label.
2. Select a group from the supervisorGroups.label or operatorGroups.label column.
3. In the menu_rights.right.label pane, you can find a list of permissions available for your selected User Right Group with checkboxes next to them. Marking or unmarking checkboxes indicate whether a given group is granted with a permission.
4. Mark or unmark the checkboxes as desired.
5. Press save.button.label

Tip: If you are looking for a specific right, you can find it easily by using the search_rights.textbox.emptytext filter just above the Rights list.

1.4 To Compare User Right Groups

There might be cases when you may find it unclear what differences there are between two or more User Right Groups. In order to check those differences in one single page, just follow these two simple steps:

1. Press and hold the ctrl key on your keyboard
2. Select the user right groups you want to compare.

1.5 To Delete User Right Groups

Once a group is not needed anymore, you can easily delete it from your list. In order to delete a User Right Group, take the following steps:

1. From the productname.label menu, select users_menu.menu.label > menu_rights.right.label.
2. Select a group from the supervisorGroups.label or operatorGroups.label column.
3. While keeping your cursor over the selection, press , then press buttonDialog.button.yes.

Note: Groups with users assigned to them cannot be deleted.

Congratulations!

You’ve just learned how to set up and configure User Right Groups in productname.label.

Ready for the next lesson? You’ll learn how make your account more secure with Password Policies and Two-Factor Authentication.
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