User groups

Are you organized by functional or operational teams? By business unit?

Would you like to control access rights to application content by team?

With theUser groupapp, create your own teams of employees.

Create groups and define their scope and objectives. You can also set data access authorizations at group level.

Activating the app adds aUser groupsmenu in the app'sConfigurationtab.

This menu allows you to :

• Define groups and assign group functions
• Add members to each group by selecting them from the list of application users.
• Appoint a group leader

This notion of group can then be exploited at the level of access rights, to assign each user authorizations only to content managed at the level of the Group to which he or she belongs.

1. Création des groupes d'utilisateur 

To create your groups, go to the home page of the User groups application.

• Add a new group 
• Give your group a name 
• Confirm.
• Click "manage" on the group line
• Assign users to the group 

Vous pourrez ensuite lier vos contacts, devis, produits et autres données à ce groupe.

2. Gestion des autorisations des utilisateurs

To restrict data access to a specific group, you need to adjust the users' access rights.

To do so, in the Account > Users menu

• Click the name of the user whose access you want to limit to a group's data
• Click Edit: the user profile edit page opens
• In the Permissions field, click "Customize permissions": the module details appear
• For each module concerned, select "Yes" to grant access rights
• Then select "Their created and assigned data and their groups' data", or only allow the data of a single group; the list of group permission options is offered in the drop-down menu.
• Confirm to save

Avec ce réglage, un utilisateur n’accédera qu’aux données appartenant au(x) groupe(s) auquel(s) il est rattaché.

In the user permissions, you can also define a default filing group. With this setting, every new contact, company, quote, invoice, etc. created by the user is automatically associated with this default group,

3. Affectation des objets à un groupe

Enabling the app adds a new "Owner group" field to all objects in the software. This field determines whether content is accessible to a user according to their work group and associated permissions.

To assign a group to an object:

• For new objects: if a filing group is defined for the members of a group, each object created is automatically attached to that group, and all group members can access it.
• For existing objects: you must manually select the group through the "Owner group" field for the assignment to take effect.