Client Administrators having required system level privilege can manage user groups and roles from 'Admin' tab in Asite. Adding user group or role is a useful tool for the administrator of workspace members and for the management of access rights.
Manage a User Group
Pre-requisites:
Privilege for adding managing user groups, assigned to you by Asite System Administrator.
Below are the steps for managing a user group:
1. Navigate to 'Admin' tab and select 'Manage User Group'.
2. A layered screen appears.
3. Under 'User Groups' tab, click on the option 'Add User Group'.
4. Enter required details like name and description as required and click 'Save'. Else, click 'Cancel' to go back to the previous screen.
5. From the listing area, you can view all the user groups accessible to you and search by entering a keyword if required.
6. To edit the name or description of an existing user group, go to that particular record and click on it's name. It will open the screen the edit screen to edit details of that particular user group.
Alternately, click on the corresponding 'Actions' menu and select 'Edit' option to edit the details of a particular user group.
7. To view or update permissions on a particular user group, click on the corresponding 'Actions' menu and select 'Permissions' option.
From here, select the existing role from the list using the corresponding checkbox and click on 'Update Permissions' to continue. It will open a screen from where permissions for selected role can be managed as required.
To give permission for a role which is not listed in the 'Current' tab, go to 'Available' tab and use the search option to find required user group. Next, select it using the corresonding checkbox and click on 'Update Permissions'. Once the permissions are updated, it should then appear listed in the default 'Current' tab. To assign permissions for an already listed role, follow the steps as mentioned in previous paragraph.
8. To assign or remove users on a particular user group, click on the corresponding 'Actions' menu and select 'Assign Members' option.
To assign users, go to 'Available' tab and use the search option to find required user to assign, then select the record using the corresponding checkbox and click 'Update Associations'.
To remove users, from the 'Current' tab or the 'Available' tab, use the search option to find required user to remove, then unselect the record using the corresponding checkbox and click 'Update Associations'.
9. To view or search users on a particular user group, click on the corresponding 'Actions' menu and select 'View Users' option.
It lists all users under selected user group with an option to search through the list based on user details.
Manage a User Role
Pre-requisites:
Privilege for adding managing user groups, assigned to you by Asite System Administrator.
Below are the steps for managing a user role:
1. Navigate to 'Admin' tab and select 'Manage User Group'.
2. A layered screen appears.
3. Go to 'Roles' tab, then click on 'Add Role'.
4. Enter required details like name and description as required and click 'Save'. Else, click 'Cancel' to go back to the previous screen.
5. From the listing area, you can view all the user roles accessible to you and search by entering a keyword if required.
6. To edit the name or description of an existing user role, go to that particular record and click on it's name. It will open the screen the edit screen to edit details of that particular user role.
Alternately, click on the corresponding 'Actions' menu and select 'Edit' option to edit the details of a particular user role.
7. To view or update permissions on a particular user role, click on the corresponding 'Actions' menu and select 'Permissions' option.
From here, select the existing role from the list using the corresponding checkbox and click on 'Update Permissions' to continue. It will open a screen from where permissions for selected role can be managed as required.
To give permission for a role which is not listed in the 'Current' tab, go to 'Available' tab and use the search option to find required user group. Next, select it using the corresonding checkbox and click on 'Update Permissions'. Once the permissions are updated, it should then appear listed in the default 'Current' tab. To assign permissions for an already listed role, follow the steps as mentioned in previous paragraph.
8. To assign or remove users or user groups on a particular user role, click on the corresponding 'Actions' menu and select 'Assign Members' option.
To assign a user, go to 'Users' tab and then go to 'Available' tab. Use the search option to find required user to assign, then select the record using the corresponding checkbox and click 'Update Associations'.
To remove a user, go to 'Users' tab and then go to 'Current' tab or 'Available' tab. Use the search option to find required user to remove, then unselect the record using the corresponding checkbox and click 'Update Associations'.
To assign a user group, go to 'User Groups' tab and then go to 'Available' tab. Use the search option to find required user group to assign, then select the record using the corresponding checkbox and click 'Update Associations'.
To remove a user group, go to 'User Groups' tab and then go to 'Current' tab or 'Available' tab. Use the search option to find required user group to remove, then unselect the record using the corresponding checkbox and click 'Update Associations'.
9. To view or search users on a particular user role, click on the corresponding 'Actions' menu and select 'View Users' option.
It lists all users under selected user role with an option to search through the list based on user details.
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