Server Configuration – Groups
The Groups section of the Server Configuration Portal allows you to collect User Profiles and associate them into individual User Groups. Once a User Group has been set up, you are able to assign privileges to define the level of access to various projects and functionality throughout the application.
Server Configuration – Groups tab
Typically groups are created based on an organisational/project divisional structure which satisfy effective privileges that are allowed at each division. There is no limit to the number of User Groups that can be created.
Example: A set of user groups could be made to represent different departments of a business such as a group for Management, one for IT Administrators, and one for Estimators.
SETTING UP USER GROUPS
The Server Configuration Portal utilises each User Group created within the Server Configuration – Privilege Assignment window in order to apply the security settings to the individual users.
User Groups are created by:
- Clicking on the Groups tab from the top menu in the Server Configuration Portal.
- Clicking the Add Group button on the left-hand side of the screen to add a group.
- Typing the name of the user group in the text box provided, then clicking Add Group.
After a User Group has been created, selecting the group from the left-hand panel displays a list of users that can be allocated to the group. User Profiles can be added to a group by ticking the checkbox next to the User Profile and clicking the Save Changes button at the bottom of the Users list.
API KEYS
API (Application Programming Interface) Keys can be generated for each user group during set up. Clicking the Generate API Key button in the Groups window and saving will allow the users assigned to the group to be able to access the API.
Note: An API Key is required for all API queries, with or without security enabled.
Generated API Keys will persist for each user group that has one assigned and can be removed by clicking the Clear API Key button.