In this exercise, we will create users and user groups, then assign permissions to the groups instead of directly to the users.
Step 1 |
Create the following three users:
- stonebranch-user-01
- stonebranch-user-02
- stonebranch-user-03
|
Step 2 |
Select Users > Groups and create a group called stonebranch-group-01.
- Click the Permissions tab
- Click the New button and add the following permission:
- Type = Task Instance
- Read = enabled
- Member of Any Business Service or Unassigned = enabled
- Click the Group Members tab and click Edit.
- Add stonebranch-user-01 to the group.
|
Step 3 |
Create a group called stonebranch-group-02.
- Add the following two permissions:
- Type = Task Instance
- Read = enabled
- Update = enabled
- Commands = None
- Business Services = stonebranchbusinessservice 01
- Unassigned to Business Service = disabled
and
- Type = Task Instance
- Read = enabled
- Update = enabled
- Commands = All
- Business Services = stonebranchbusinessservice 02
- Unassigned to Business Service = disabled
![](https://stonebranchdocs.atlassian.net/wiki/download/attachments/5407134/T99%20-%20group2%20-%206.2.1.0.png?version=1&modificationDate=1635968298000&cacheVersion=1&api=v2)
- Click the Group Members tab and Edit button to add stonebranch-user-02 to the group.
|
Step 4 |
Create a group called stonebranch-group-03.
- Add the following two permissions:
- Type = Trigger
- Create = enabled
- Read = enabled
- Update = enabled
- Delete = enabled
- Commands = None
- Member of Any Business Service or Unassigned = enabled
and
- Type = Task
- Create = enabled
- Read = enabled
- Update = enabled
- Delete = enabled
- Commands = None
- Member of Any Business Service or Unassigned = enabled
![](https://stonebranchdocs.atlassian.net/wiki/download/attachments/5407134/T99%20-%20group3%20-%206.2.1.0.png?version=1&modificationDate=1635968298000&cacheVersion=1&api=v2)
- Add stonebranch-user-03 to the group.
|
Step 5 |
Log in as each user and note that each is limited to those functions assigned to the user's group. |
![](https://stonebranchdocs.atlassian.net/wiki/download/attachments/5407134/Sb15-1.gif?version=1&modificationDate=1635968298000&cacheVersion=1&api=v2)
For additional information, see: