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--- master:create_group [2017/08/09 14:27] – created Scott Cunliffe
+++ master:create_group [2025/07/30 01:26] (current) – [Identity] Scott Cunliffe
@@ Line 1: / Line 1: @@
-====== Overview ======
+====== User Groups======
 Groups are used to assign access privileges to a collection of users without the need to assign them to each user on an individual basis.  This also makes it efficient to manage access changes to the entire group/s without the need to know what users belong to which group.
-====== Creating A Group ======
+===== Adding and Managing a Group =====
-On the ''Administration'' drop down menu in TapeTrack TapeMaster select ''Group/User Administration''.
+<note tip>If creating a new group from the [[master:user|Add a New User]] window skip to [[#Edit New Group]]</note>
+On the ''Administration'' drop-down menu in TapeTrack TapeMaster select ''Group/User Administration''.
 {{:master:tapemaster_user.png}}
-Right click in the main window and select ''Add''
+Select the ''Groups'' tab and right-click in the main window and select ''Add Group''.
 {{:master:tapemaster_add_group.png}}
+===== Edit New Group =====
+==== Identity ====
+In the ''Identity'' tab enter a unique Group-ID (max 10 alphanumeric characters) and a group description.
+{{:master:tapemaster_add_group_edit_identity.png}}
+The Group-ID must:
+  * Be alphanumeric characters only
+  * Have no spaces or special characters
+  * Be 10 characters or less
+==== Roles ====
+Set positional role description required (optional) for hierarchy of users within the group.  Roles rank from highest (0) to lowest (7)
+<note tip>Roles do not alter permissions of a User in the TapeMaster product, however, roles can be used in TapeTrack Lite to view Users and modify their information. Users of a lower Role-ID Number (0, 1 or 2) can view and modify Passwords for Users of a higher Role-ID Number  using the [[lite:function_users|User Management]] Task in [[desktop:lite|TapeTrack Lite]].</note>
+{{:master:tapemaster_add_group_edit_roles.png}}
+==== Access ====
+Assign group access by adding required ID/s or ID ranges ''Customer-ID'' field and changing to true the types of access needed.
+  * ''Read'' allows any user assigned to the group to read information on the defined Customer-ID.
+  * ''Write'' allows any user assigned to the group to write information on the defined Customer-ID.
+  * ''Alter'' allows any user assigned to the group to add or delete information on the defined Customer-ID.
+{{:master:tapemaster_add_group_edit_access.png}}
+Click ''Add'' to assign the Customer-ID and access rights.  The assigned ID and rights will now be displayed on the right window and predicted access shown below.  You can add as many Customer-ID and access rights combinations as required by repeating the above process.
+^ Customer Filter Examples ^^
+| * | All customers |
+| US* | All customers starting with US |
+| US?? | All four character customers starting with US |
+| US01 | Only US01 |
+==== Options ====
+Set User-ID formats that any user assigned to this group must adhere to.  If left as * any ID format will be accepted.
+{{:master:tapemaster_add_group_edit_options.png}}
+^ User-ID Filter Examples ^^
+| * | Any format|
+| LB* | User-ID's must start with LB |
+| *LB | User-ID's must end with LB |
+| LB?????? | User-ID's start with LB and be 8 characters long |
+Click ''OK'' to save new group.