Groups Page Manual 3.0

Access to this menu in Betools through: 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

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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.
FUT Devices Type	Given name to the Group

File importer

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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).

Users

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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

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

Edit

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

Edit in List

Edit in list is not enabled for Groups page.

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

Copy

Copy is enabled for groups. Using the button, you will be able to clone the basic information from the group into a new group. Once the group is copied, review that all the fields have been copied properly and press Save button.

Copy with relateds

Copy is enabled for groups and has the same behavior as Copy button.

Delete

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