Difference between revisions of "Groups Page Manual 3.0"

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! style="text-align:left;"| Priority
 
! style="text-align:left;"| Priority
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| Set the priority of this group.
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| Set the priority of this group. Higher value means higher priority versus other groups
 
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=== Applications ===
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----
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This block allows to manage the different applications that are associated to a Groups User.<br />
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[[File:ApplicationsBlock.jpg|center|1000px|thumb|File Importer Block]]
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'''Add existing Applications'''
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* Click the [[File:AddExisting.png|middle|70px]] button and a dialog will open to select and existing Applications file.
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* Once finished, save changes by using the [[File:Save3.png|middle|30px]] in the groups page and the Applications will be associated.<br />
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'''Remove Applications from device types'''
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* Use the [[File:DeleteRed3.png|middle|30px]] button to remove the association of an device types file from the Applications.
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* Once finished, save changes by using the [[File:Save3.png|middle|30px]] in the groups page.
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In case one user to be added already exists in the group, nothing will be done. In case one user to be removed doesn't exist in the group, nothing will be reported. In case a non-existing ID tries to be added/removed, the ID will be reported as part of a warning message ("These User IDs doesn't exist in MiB database).  
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In case one user to be added already exists in the group, nothing will be done. In case one user to be removed doesn't exist in the group, nothing will be reported. In case a non-existing ID tries to be added/removed, the ID will be reported as part of a warning message ("These User IDs doesn't exist in MiB database).
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If Unique ID is selected then Instance will be mandatory, if User ID is selected instance is not necessary.
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=== Platforms ===
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----
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[[File:PlatformsBlock.png|center|1000px|thumb|File Importer Block]]
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| style="text-align:center" | [[File:Cross.png|16px|center]]
 
| style="text-align:center" | [[File:Cross.png|16px|center]]
 
| style="text-align:center" | [[File:Tick.png|16px|center]]  
 
| style="text-align:center" | [[File:Tick.png|16px|center]]  
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| style="text-align:center" | [[File:Cross.png|16px|center]]
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| style="text-align:center" | [[File:Cross.png|16px|center]]
 
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
| style="text-align:center" | [[File:Tick.png|16px|center]]
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| style="text-align:center" | [[File:Tick.png|16px|center]]
 
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| style="text-align:center" | [[File:Cross.png|16px|center]]
 
 
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=== [[File:Copy3.png|middle|40px]] Copy ===
 
=== [[File:Copy3.png|middle|40px]] Copy ===
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Copy is enabled for groups. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the group into a new group.
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Copy is not enabled for Groups page.
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Once the group is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
 
 
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=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
 
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
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Copy is enabled for groups and has the same behavior as Copy button.
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Copy with relateds is not enabled for Groups page.
 
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Latest revision as of 18:02, 14 May 2024


Infobox info icon white.svg.png

Access to this menu in Betools through: UsersIcon.png Users > Groups



The Groups page is related to user notifications. In the 'group' field of Instances->Notifications, we can select the groups that we have previously created from the current page. In the Groups page, there is a possibility to upload CSVs containing user_ids in order to add or remove users to the existing list. When a new CSV is uploaded, the operator will choose if users inside the file must be added or removed to the group.

Blocks

Groups


Groups basic information


Field Description Restrictions
Name Given name to the Group * Mandatory.
Source MiB access control. This should be the instance’s Source.
Settings Partition This fields allows associating the partition of the parameters that will affect this group.
Priority Set the priority of this group. Higher value means higher priority versus other groups
FUT Devices Type Set the type of device for that group, partition and priority.


Applications

This block allows to manage the different applications that are associated to a Groups User.

File Importer Block


Add existing Applications

  • Click the AddExisting.png button and a dialog will open to select and existing Applications file.
  • Once finished, save changes by using the Save3.png in the groups page and the Applications will be associated.


Remove Applications from device types

  • Use the DeleteRed3.png button to remove the association of an device types file from the Applications.
  • Once finished, save changes by using the Save3.png in the groups page.



File importer


File Importer Block


In case one user to be added already exists in the group, nothing will be done. In case one user to be removed doesn't exist in the group, nothing will be reported. In case a non-existing ID tries to be added/removed, the ID will be reported as part of a warning message ("These User IDs doesn't exist in MiB database).

If Unique ID is selected then Instance will be mandatory, if User ID is selected instance is not necessary.

Platforms


File Importer Block



Users


Users Block


Also, it is possible to add/remove a user manually from the GROUP.

Actions

Create Edit Edit in List Bulk Edit Copy Copy with Relateds Delete
Tick.png
Tick.png
Cross.png
Tick.png
Cross.png
Cross.png
Tick.png

New3.png Create

Groups creation is enabled by default for most of the CRM operator profiles. It can be used to manually create Users Groups.

  1. Use the New3.png button to create an empty group.
  2. Fill all the group data and the related blocks.
  3. Once finished, save changes by using the Save3.png button in the Groups page.



BulkEdit3.png Edit

Groups edit is enabled by default for most of the CRM operator profiles. Once finished modifying the groups, save changes by using the Save3.png button in the Groups page.

Edit3.png Edit in List

Edit in list is not enabled for Groups page.

BulkEdit3.png Bulk Edit

Bulk Edit is enabled in the Groups page, allowing you to modify several groups at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:

  • Groups basic information
  • File Importer Block
  • Users Block



Copy3.png Copy

Copy is not enabled for Groups page.

Copy3.png Copy with relateds

Copy with relateds is not enabled for Groups page.

Delete3.png Delete

Groups can be deleted by the operator using the Delete3.png button. A confirmation popup will be shown before excluding it.


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