Managing User Groups - Revision history

IDT-1 at 10:19, 9 June 2022

2022-06-09T10:19:25Z

Shefali DK at 06:13, 31 January 2022

2022-01-31T06:13:53Z

Shefali DK at 06:13, 31 January 2022

2022-01-31T06:13:09Z

Shefali DK at 06:12, 31 January 2022

2022-01-31T06:12:18Z

Shefali DK at 05:44, 31 January 2022

2022-01-31T05:44:50Z

Shefali DK at 05:33, 31 January 2022

2022-01-31T05:33:53Z

Shefali DK at 05:30, 31 January 2022

2022-01-31T05:30:50Z

IDT-1 at 06:51, 21 January 2022

2022-01-21T06:51:20Z

IDT-1 at 13:45, 19 December 2021

2021-12-19T13:45:49Z

IDT-1 at 13:09, 17 December 2021

2021-12-17T13:09:52Z

@@ Line 200: / Line 200: @@
 *Configure event rule and notification rule.
 <div class="note-box">Note: The custom roles do not support the workflow actions dependent upon other action requests (For example,&nbsp;Approve and Reject for Send for Approval action).</div>
 == SLA Matrix ==
@@ Line 268: / Line 269: @@
 &nbsp;
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]]&nbsp;| [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]]&nbsp;| [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|

@@ Line 99: / Line 99: @@
 . '''Edit '''the display name, and '''click''' Save.
 <div class="image-green-border">[[File:MUGP4.png|650px|MUGP4.png]]</div>
 == Role-Action Mapping&nbsp; ==
@@ Line 107: / Line 108: @@
 .&nbsp;'''Click'''&nbsp;"User Groups"'''&nbsp;'''on the "Admin" tile or menu on the top.
-<div class="image-green-border">[[File:8.0-Managing-User-Groups-RoleActionMapping1.png|400px]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-RoleActionMapping1.png|400px|8.0-Managing-User-Groups-RoleActionMapping1.png]]</div>
 .&nbsp;'''Click'''&nbsp;"Role-Action Mapping".&nbsp;The "Role-Action Mapping" page opens.
-<div class="image-green-border">[[File:8.0-Managing-User-Groups-RoleActionMapping2.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-RoleActionMapping2.png|720px|8.0-Managing-User-Groups-RoleActionMapping2.png]]</div>
 . In the Select Entity list, '''select''' one of the following entities for which you want to view the role-action mapping.
@@ Line 125: / Line 126: @@
 *Action Display Name: Displays the name of the button that will appear to a particular user in a given state.
 *Roles: The user roles that have a will view the button (mentioned in the Action Display Name column).
-<div class="image-green-border">[[File:MUGP5.png|700px|MUGP5.png]]</div>
+<div class="image-green-border">&nbsp;</div>
 === Editing the Role Action mapping ===

@@ Line 55: / Line 55: @@
 *In the More Searches box, select your saved search, and '''click'''&nbsp;the "Add to Favorites" icon&nbsp;to mark the search term as favorite.
 *You can find your marked favorites below the tiles.
 == Create a User Group ==
@@ Line 65: / Line 66: @@
 .&nbsp;'''Click'''&nbsp;"Create User Groups". The "Create User Groups" page opens.
-<div class="image-green-border">[[File:8.0-Managing-User-Groups-Create1.png|520px]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-Create1.png|400px|8.0-Managing-User-Groups-Create1.png]]</div>
 . On the "Details"&nbsp;tab:&nbsp;

@@ Line 1: / Line 1: @@
 = Managing User Groups =
@@ Line 17: / Line 18: @@
 <br/> 1. '''Click''' the User Groups tile on the "Admin" page. The "User Groups" page that lists the existing user groups appears.
-<div class="image-green-border">[[File:8.0-Managing-User-Groups-Menu.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-Menu.png|720px|8.0-Managing-User-Groups-Menu.png]]</div>
-. Search for a specific user group by using one of the following options:
+. Search for a specific user group by using the "Refine View" collapsible left pane with the following options:
-*'''Click''' the "Select Field" list under "Search For", and then select appropriate item. Search results relevant to the item are displayed with a number in bracket.<br/> The number denotes the number of user groups that meet the search criteria.
+*'''Click''' the "Select Field" list under "Categories", and then select the appropriate item. Search results relevant to the item are displayed with a number in the bracket.<br/> The number denotes the number of user groups that meet the search criteria. You can further refine the search using "Custom Keyword" section.
-<div class="image-green-border">[[File:MUGP2.png|800px|MUGP2.png]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-Search.png|720px]]</div>
 .&nbsp;'''Click''' the box to select specific item. A list of user groups relevant to the item is displayed.

@@ Line 1: / Line 1: @@
 = Managing User Groups =
 == Search a User Group&nbsp; ==
@@ Line 16: / Line 17: @@
 <br/> 1. '''Click''' the User Groups tile on the "Admin" page. The "User Groups" page that lists the existing user groups appears.
-<div class="image-green-border">[[File:MUGP1.png|800px|MUGP1.png]]</div>
+<div class="image-green-border">[[File:8.0-Managing-User-Groups-Menu.png|720px]]</div>
 . Search for a specific user group by using one of the following options:
@@ Line 52: / Line 53: @@
 *In the More Searches box, select your saved search, and '''click'''&nbsp;the "Add to Favorites" icon&nbsp;to mark the search term as favorite.
 *You can find your marked favorites below the tiles.
-−
 == Create a User Group ==

@@ Line 16: / Line 16: @@
 <br/> 1. '''Click''' the User Groups tile on the "Admin" page. The "User Groups" page that lists the existing user groups appears.
-<div class="image-green-border">[[File:MUGP1.png|700px|MUGP1.png]]</div>
+<div class="image-green-border">[[File:MUGP1.png|600px|MUGP1.png]]</div>
 . Search for a specific user group by using one of the following options:
@@ Line 63: / Line 63: @@
 .&nbsp;'''Click'''&nbsp;"Create User Groups". The "Create User Groups" page opens.
-<div class="image-green-border">[[File:MUGP3.png|720px|MUGP3.png]]</div>
+<div class="image-green-border">[[File:MUGP3.png|600px|MUGP3.png]]</div>
 . On the "Details"&nbsp;tab:&nbsp;
@@ Line 95: / Line 95: @@
 <div class="image-green-border">3.&nbsp;'''Click'''&nbsp;Edit&nbsp;icon. The Edit dialog box appears, displaying the Role and Display Name.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;&nbsp;Every role must have a unique display name. If you type the same display name for two roles, the Please enter unique role display name message appears.</div>
 . '''Edit '''the display name, and '''click''' Save.
-<div class="image-green-border">[[File:MUGP4.png|720px|MUGP4.png]]</div>
+<div class="image-green-border">[[File:MUGP4.png|650px|MUGP4.png]]</div>
 == Role-Action Mapping&nbsp; ==
@@ Line 121: / Line 121: @@
 *Action Display Name: Displays the name of the button that will appear to a particular user in a given state.
 *Roles: The user roles that have a will view the button (mentioned in the Action Display Name column).
-<div class="image-green-border">[[File:MUGP5.png|720px|MUGP5.png]]</div>
+<div class="image-green-border">[[File:MUGP5.png|500px|MUGP5.png]]</div>
 === Editing the Role Action mapping ===
@@ Line 143: / Line 143: @@
 *'''Edit''' the Action Display Name.
 *'''Select''' user roles in the left pane; and '''click'''&nbsp;the relative arrow&nbsp;to add them to the right pane.
-<div class="image-green-border">[[File:MUGP6.png|720px|MUGP6.png]]</div>
+<div class="image-green-border">[[File:MUGP6.png|650px|MUGP6.png]]</div>
 .&nbsp;'''Click''' Save. The new role appears under the Role column for the selected entity.
 <div class="note-box">'''Note''': Role-action mapping cannot be edited for&nbsp;Approve&nbsp;or&nbsp;Reject&nbsp;actions in the&nbsp;Waiting for Approval&nbsp;state as the approvers for these actions are&nbsp;either added by the primary owner or by a rule. However you can edit the&nbsp;Action Display Name.</div>
@@ Line 169: / Line 169: @@
 .&nbsp;'''Select&nbsp;'''the appropriate Contract Type&nbsp;name in the Select Contract Type field.
-<div class="image-green-border">4.&nbsp;'''Click''' Add, An Add dialog box appears&nbsp;which consists of following fields:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MUGP10.PNG|720px|MUGP10.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">4.&nbsp;'''Click''' Add, An Add dialog box appears&nbsp;which consists of following fields:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MUGP10.PNG|650px|MUGP10.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 *Contract Type:&nbsp;will display the same name which was selected earlier.
 *Attribute Group: '''select''' the group of Contract/Agreement for which you want the access of the specific user role to be restricted.
@@ Line 214: / Line 214: @@
 *Masterdata
 *User Information
-<div class="image-green-border">[[File:MUGP7.png|720px|MUGP7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The SLA Matrix tile displays the following columns on selecting an Entity from the Select Entity Name drop-down which contains a list of entities for which you have created a record:&nbsp;</div>
+<div class="image-green-border">[[File:MUGP7.png|650px|MUGP7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The SLA Matrix tile displays the following columns on selecting an Entity from the Select Entity Name drop-down which contains a list of entities for which you have created a record:&nbsp;</div>
 *Entity Name: displays the entities for which an SLA has been defined for the selected entity. For example, Agreement.
 *System Action: displays the action for which an SLA has been defined for the selected entity. For example, Approval, Internal Signature, Deviation Approval, etc.