Creating user groups

To organize users by rank or role, and to ensure that their access policies for cases, or security policies are always the same, you can create user groups.

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What you should know

You can create user groups for specific departments, groups that apply to multiple or all departments, or groups that reside outside departments. Users can belong to multiple groups.

To create a user group:

  1. Click Configurations > > Group .

  2. In the Name field, enter an applicable name for the group.
  3. Click Save.
Your user group is created. To assign access policies to cases for this group, you can either add this group to a department and then define the access policy, or define the group's access policy on a case by case basis.

Example

Let us assume you want the police commanders within your organization to have full access to all new cases, regardless of which departments the cases are assigned to. As shown in figures A and B below, you can create a group named Commanders, add the group to each department within your organization, and then give the group the Manage permission level in each department.

Figure A. Create the group

Figure B. Add group to department and assign access policies for new cases

After you finish

Create user accounts to add new users to the group, or add existing users to the group.