Create and Manage Internal Groups

Create and Manage Internal Groups



In EEXAR Software, you can create different types of Internal Groups (set of Internal Users) to manage a set of common records. Internal Groups can be used for setting up team selling, product content by a group of marketing users, etc. Internal Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records.

Key Features
  • Internal Groups contain Internal Users, Permissions, Folder(s) access and External Groups.
  • You cannot assign records directly to the groups.

Create Internal Groups

You can create different types of user groups and share the common records among groups.

To create Internal Groups

  1. Go to Users > Groups.
  2. In the Internal Groups tab, click Create Group.
  3. In the Create Internal group page, do the following:
    • Choose a Template from which to create the Internal Group
    • Specify the Name for the group.

  4. Click Next
  5. Choose the corresponding Permissions
    1. Catalog: By default every Internal Group has access to the Catalog, this doesn't mean they can see what it's inside, this is determined by the Folders access.
    2. Content: By default every Internal Group can view Products, which Products it can view depends on its Folders access.
    3. Users: Here you can configure whether the group can view, edit and create External Users/Groups.
    4. Reports: Here you can configure whether the group can access or not the Reports
    5. More: Here you can configure whether this group can edit/create/delete Product Categories.
  6. If you set the Content to restricted you will be prompted to choose the Folders the group will have access to.
                 
      7. Add the Internal Users that will be part of the group
                 
      8. Click Create.

Assign Users to Internal Group

After creating a new Internal Group, you can associate members with the group.

Note:
  • You can assign Internal Users to multiple Internal groups and they can access data as per the permissions of their groups.
  • If the groups have different permissions, the highest level of permission is applied, for example if group A has access to more folder than group B, then if a user is part of both group he/her will have access to more folder than users who only are part of group B.

To associate users to a group

  1. Go to Users > Groups.
  2. In the internal Groups tab select the group to which you want to assign users.
  3. In the Users tab, assign new users.
  4. Click Update.
You can also, go directly to the Users page and edit the User.

Edit Internal Groups

After creating Internal groups, you can update the group name, permissions and group members as your requirements grow.

To edit groups

  1. Go to Users > Groups.
  2. In the Internal Groups tab, you can see the list of Groups you have added.
  3. In the Internal Groups tab, click on the group you want to edit.
  4. In the Edit Internal group page, do the following:
    • In the Name tab, specify the group name in Edit group name.
    • In the Permissions tab, select/change the group permissions.
    • In the Folders tab, select/change the group folders access.
    • In the Users tab, select/change the users associated.
  5. Click Update.

Delete Internal Groups

Periodically you may consider cleaning up the unwanted groups using the delete function.

To delete Groups

  1. Go to Users > Groups.
  2. In the Internal Groups tab, the list of group names will be available.
  3. Select the group(s) you want to delete
  4. Click the Delete button.
SEE ALSO

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