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How do I create groups / set up groups permissions?
Groups
You should create groups before you create lots of users.
Groups are an effective way of being able to associate a set of permissions with a given user role. For example, if one creates a super user group one might give them lots of permissions and only users with this group associated with their user will have access to all of the permissions. If another user also needs to be a super user it is just a case of assigning them to the super user group rather than having to pick and choose the permissions they should have.
Likewise an officer may simply have permission to work on tasks but that's it. So you could create a group of officers specific to customer services this can then easily be assigned to many users. As the permissions that can be assigned are fixed and groups are required to be assigned to users it makes sense to create groups first.
The following illustrates the Groups screen in OpenProcess:
You can add a new group simply by clicking the button with the same name. A group needs a name and a description and at least one permission assigned to it. Though some/all can be assigned to a group and the following would be typical groups and the associated permissions in a council:
Group
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Permissions
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Scanning and indexing team
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View document back log Start a process
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Case workers
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Work on a step
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Case worker supervisors
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Work on a step Step administrator
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Operations Manager
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Access reporting
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System Administration
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User Administration Organisation Administration Group Administration Service Area Administration Document Type Administration
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You can add multiple groups to a user or users affording a lot of flexibility.