Create a New User Group

Scenario: You want to create a new user group and manually configure its settings.

NOTE: If you have an existing user group to copy, see Create a New User Group based on an Existing Group

 

Workflow diagram:

 

 

Prerequisites:

  • System Manager is in Engineering mode.
  • System Browser is in Management View.

 

Steps:

1 – Select the workflow
  1. In System Browser, select Project > System Settings > Security.
  1. In the User Wizard tab, in Task selection, select Create new user group.
  1. Click .

 

 

2 – Create a New User Group
  • You are in the User Management Wizard step 2 – User Group creation.
  1. Select Create a new user group and configure settings.
  1. Click .

 

 

3 – Select the Type of User Group
  • You are in the User Management Wizard step 3 – User Group creation.
  • Select the type of user group you want create. These user group profiles have preconfigured rights for events and applications; you can then change the default configuration using the Security tab.
    NOTE: You cannot select a user group profile if it already exists.
    • Project Administrators
    • Advanced Operators
    • Standard Operators
  • Click .

 

 

4 – Enter the User Group Information
  • You are in the User Management Wizard step 4 – User Group creation.
  1. Enter the Group name. The name must be unique.
  1. Click .

 

 

5 – Configure the New User Group
  • You are in the User Management Wizard step 5 – User Group creation.
  • Under Configure the scope for the new user group, you can configure the scope for the new group. Define the scope rights as:
    • Full local scope rights
    • Reduced local scope rights
    • Reduced pre-defined scope rights
  1. (Optional) Select Add and repeat the configuration for each additional scope you want create.
  1. (Optional) Select a scope of the table and select Remove to delete it.
    NOTE: You cannot edit a user from the table. If you need to correct any parameter, you have to remove it and create it again.
  1. Click .

 

 

6 – Add Configured Users to the Group
  • You are in the User Management Wizard step 6 – User creation.
  1. Select the Configured users you want to associate to the new user group.
  1. Select to add a single user or to add all the configured users to the new user group.
  1. (Optional) In the Group membership column, select the configured user you want remove, then select . Select to remove all the users.
  1. Click .

 

 

7 – Start the User Wizard
  • You are in the User Management Wizard step 7 – Summary Information.
  1. Check the summary information.
    (Optional) If you want to modify any item, click to go back to the previous page. After the required modifications, use to reach this final page again.
  1. Click Start to create the user group.
  • The new user group is available in System Browser under Project > System Settings > Security.

 

See also