Workflow for Users and Group Management

This topic covers a standard workflow for user and group management in Enterprise. User and group management takes place in the System Manager.

Open the System Manager

To open the System Manager and access the Users and/or Groups tabs, follow the steps below:

  1. Launch the Enterprise application and sign in.
  2. Click the Settings icon in the top-right corner of the screen. The Settings icon is a global button that appears in every module of the Enterprise platform.
  3. The System Manager opens. In the left pane of the System Manager, the Users tab opens by default.

    Use this tab to create, modify, or delete users.

  4. To manage groups, click the Groups tab in the left pane of the System Manager.

    From here you can create, modify, or delete groups, as well as assign users, permissions, and cases to groups.

User and Group Workflow

Proceed with the following sections to walk through a standard workflow for user and group management.

Create a User

Create a Group

 

Related Topics

Manage Users and Groups