Tutorial - Creating User Groups and Assigning Permissions

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.

  1. Click the Permissions tab
  2. Click the New button and add the following permission:
    • Type = Task Instance
    • Read = enabled
    • Member of Any Business Service or Unassigned = enabled
  3. Click the Group Members tab and click Edit.
  4. Add stonebranch-user-01 to the group.

Step 3

Create a group called stonebranch-group-02.

  1. 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
       

       
  2. 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.

  1. 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
       

       
  2. 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.



For additional information, see: