Managing Groups Associated with a User Group

About Managing Groups Associated with a User Group

User groups are used to control which users can access certain material or functionality. For example, engineering users may need to access certain internal item information, but may have no need to access certain pricing information. In addition, among engineering users, some users may only be allowed to access parts that have been approved, while only a few users can actually introduce new, unapproved parts. Users who purchase parts may only need to access general information on parts to order and supplier information, but have no need for adding new internal items. This can be controlled both through user groups and associated permissions. For more information on permissions, refer to Permissions Administration.    Users may belong to one or more user groups.

A few user groups are provided out-of-the-box and provide ready access to various functionalities. These include:

User Group

Default Users

Supported Functionality

CSM_USER

csmuser

General functionalities, including search, search results, properties .

CES_ADMIN

cesadmin

General functionalities, plus editing items, editing companies, bulk editing, Admin Browser, synchronizing people and organizations, creating new components, custom part promotion, and bulk new component introduction.

CES_DESIGN_ADMIN

cesdesign

General functionalities, plus creating new components, custom part promotion, and bulk new component introduction.

For example, a user logged in as part of the CSM_USER group can search the CES database, get results and obtain properties, but cannot edit items or companies in the database or access Admin Browser.  Only a user associated with the CES_ADMIN group can access Admin Browser.

In addition to the user groups provided, you can add your own user groups, or modify existing user groups, to best suit your company's needs. For more information on these tasks, refer to User Group Admin Tasks.

This topic explains how to manage user groups through the Manage Groups button on the User Group Admin Results Page.

The topics covered in this section are:

Adding Managed or Managing Groups to a User Group

The procedure for adding a managing group to a specific user group is similar to the procedure for adding a managed group to a user group. You can add multiple groups at one time.

This task explains how to add a single user group:

  1. Search for the user group you want to modify.  See Searching for a Specific User Group.

  2. From the User Group Admin Results Page, check the user group and click Manage Groups.

  3. In the Manage User Groups page you can add or remove user groups that manage the group you selected, or add or remove user groups that are managed by the group you selected.

  4. To add a group that will manage the selected group, click Add in the Groups Managing the Group section. The Group Selector Page appears.

  5. Check the box beside the group (s) you want to manage the selected group and click Save and Return. The Manage User Groups page is updated with the newly added managing user group.

Removing Managed or Managing Group(s) from a User Group

The procedure for removing a managing group from a specific user group is similar to the procedure for removing a managed group from a user group. You can remove multiple groups at one time.

This task explains how to remove one or more user groups that manage or are managed by a specific user group:

  1. Search for the user group you want to modify.  See Searching for a Specific User Group.

  2. From the User Group Admin Results Page, check the user group and click Manage Groups.

  3. In the Groups managed by the Group : section, check the box beside the managed group (s) you want to remove from your selected user group and click Remove. The Manage User Groups page is updated to show that the managed groups have been removed.