Managing Groups Associated with a User

About Managing Groups Associated with a User

Following CES installation, you may have to map large numbers of users(employees), projects and users' respective roles already in ENOVIA V5 VPM to the new CES database. This is described in the CES Installation Guide :  User Tasks: Installation Guide : Post Installation Tasks : Synchronizing People and Organizations. Once the mapping is complete, you will have to continue to manage the users. Over time, users(employees) join a company, users leave a company, and users may change their roles within a company. As administrator, you have to make the necessary changes to the database(es) to keep up with these changes in personnel.

This section describes tasks available for managing groups associated with a user. The topics covered in this section are:

Associating a User to a Group

Each user can be associated with one or more user groups. The information or functionality available to a user can be controlled based on the associated user group. When a user is created you are required to enter a Preferred User Group. You can later change which groups are associated with a user and which is the user's preferred group. For more information about user groups, refer to Managing User Groups, or Group Manager.

This task explains how to associate a user to a group:

  1. Search for the user you want to associate with a user group.  See Searching for an Existing User.

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

  3. In the User Group Associate Editor Page, you can see the group(s) already associated with the user. The Preferred Group is designated in bold.

  4. To associate another group with the user, click Add. The Group Selector Page appears.

  5. Check the box beside the group(s) you want to associate with the user and click Save and Return. The User Group Associate Editor Page is updated with the newly associated groups.

Changing a User's Preferred Group

By default, the new user is added to the preferred group of the user that was replicated.

This task explains how to change the preferred group of the user.
  1. Search for the user whose preferred group you want to change.  See Searching for an Existing User.

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

  3. In the User Group Associate Editor Page, you can see the group(s) already associated with the user. The Preferred Group is designated in bold.

  4. Check the box beside the group you want to set as the preferred group and click Set as Preferred. The User Group Associate Editor Page is updated with the newly set preferred group.
     

Removing a User From a Group

This task explains how to remove a user from a goup:

  1. Search for the user you want to remove from a group.  See Searching for an Existing User.

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

  3. In the User Group Associate Editor Page, check the box next to the group from which you want to remove the user and click Remove. The updated User Group Associate Editor Page is displayed.



If any cross references exist in the database, an error appears and the User (s) are not removed. Double click the warning icon to view the error message.