Creating a Group

Creating a Group


Groups are used to simplify the management of user access across Reports, HMIs, and Notifications.
Instead of assigning permission to individual users one at a time, administrators can assign access at the group level.
For example, when a new employee is hired and needs to:
  • Receive text or email notifications, and
  • View specific existing Reports or HMIs
The administrator simply adds the user to the appropriate Group. The user automatically inherits all permissions and notification settings associated with that Group.
Users may belong to multiple Groups, allowing flexible access control without duplicating configuration.

      - To access Group settings, first hover over the green "Gear Icon" in the top-right of the main page and select "Groups".


      - You can modify existing group Active Members by selecting the group and clicking the green "Edit" button in the top right.


      - To remove an Active Member of a group, click on the green "-" symbol next to their name. To add an Available Member, click on the green "+" symbol next to there name. Be sure to save your changes when you are done.


      - To create a new group, click on the green "Add +" button in the top-left of the window. Next, type in a name for your group in the Group Name field. Finally, use the "+" icon next to each desired user to add them to your new group. Save your changes with the green "Save" icon.


Using groups to assign notifications  
      - Select "Notifications" from the green gear icon at the top of the page. Then select the Notification rule that you wish to assign users to receive. Click "Edit" at the top-right of the notification pane. Then click on the ellipses in the "Recipients" area.


      - Simply select the check-box next to the groups you wish to add to automatically add any users within that group. Click the green "Save" button at the bottom when you are done selecting users/groups. Also, be sure to click the green "Save" icon at the top-right of the "Notification" pane to save these changes to the notification rule you are updating.


Using groups to quickly share HMI dashboards and Reports   
      - From the "Dash" page, right-click on the report that you wish to grant other users access to. Then select share from the pop-up menu.


      - Type in the name of the user or group that you wish to give access to. You will then be able to select an access type: "Can View" allows users to view the HMI/Report, "Can Edit" allows users to make changes to the HMI/Report, and "Remove Access" will revoke their access to the HMI/Report. Save your changes when you are done by clicking the green "Save" button.


  
 













 





































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