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 case management and this could 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:
These are the existing groups for IEG4 council. To add a group one needs to click ‘Add a new group’ and the following screen is presented:
It is necessary to give the group a name and description as well as at least one permission.
The following explain each permission:
User administration
One to be able to create/modify users
Organisation administration
One to be able to create/modify organisations
Group Administration
One to be able to create/modify groups
Start a process
One to be able to create/modify processes
Work on a step
One to be able to adhoc kick off a process
Read attributes via stamp
Not relevant for users
Subject access
Not relevant for users
Step administrator
Enables the user to be able to supervise steps
Access reporting
The ability to access OpenProcess Reporting in the Reportal
Process read
Not relevant for users
Service area administration
One to be able to create/modify service areas
Document type administration
One to be able to create/modify document types
View document backlog
One to be able to view the items imported automatically following scanning. The user would also need the ‘Start a process’ permission if they had the job of indexing and kicking off processes too.
Document template administration
The ability to create and edit document templates for outgoing correspondence.
Account extract administration
The ability to create and edit Account Extracts used for indexing of documents and processes
Search processes
The ability to access the Search Processes function that allows one to see processes that are both in progress and completed.
Continue processes
The ability for users using the Revenues Process Orchestration functionality to be able to restart a process that is paused.
Administer document backlog
The ability to carry out activity in the backlog
Api Administrator
The ability to access the API Developer area and create API keys.