User Groups

User groups allow for the assignment of multiple users to enterprise, entity-level or object-level roles. User groups are most useful when a certain class of users should be assigned to the same security or workflow roles for multiple, but not all, entities.

For example, a testing group responsible only for North American testing can be assigned to the Compliance Testers role for organizations and processes within North America. The European Compliance Testers may have the same level of permissions, but only as they pertain to European organizations and processes. Thus, the European Compliance Testers user group should be assigned to the Compliance Testers role within European organizations and processes. By assigning user groups to entity-level roles instead of individual users, project teams and administrators can simplify ongoing user assignment. As new users are added, they need only be included in the appropriate user group instead of having to assign the user to all of the entities to which the user should have permissions.