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