Managing User Groups

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Managing User Groups

To manage user groups click the Manage groups icon on the dashboard's top right corner.

 

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The Work Portal displays a dialog listing the available groups. Note that these groups are different from those defined on Bizagi Studio; these groups are exclusive for Live Processes. Click the Create group button to create a new group.

 

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The Work Portal offers a default user group that assigns automatic access to the domain/admon user, even when the group is not explicitly designated.

 

A dialog displays requesting a group name and a brief description. For this example, the group we are creating is the "Expense Group". Once you have provided your group's name and a brief description click the Create group button.

 

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Once your group is created, the next step is to add users to it. Select your group and then click the green plus icon and start typing a user's name in the browse field.

 

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Bizagi shows the users whose name contains what you're typing. Select a user from the list to add them to the group. Add all the users you wish by typing their names and selecting them from the list.

 

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To delete a user on your group, find the name on the users list on the right and click on delete icon to the right.

 

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To delete or edit your group, click your group's three dot menu and select the action you want to perform.

 

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If you click Edit, a dialog displays where you can edit your group's name and description. To save changes, click the Edit group button.

 

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If you choose delete, a confirm dialog appears, click Accept to delete the group. This does not delete any users who are members of the group.

 

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