Managing Groups

A group is a way to categorize individuals who will perform similar tasks in the system that require similar security permissions (for example, Maintenance, Operations, Plan Management personnel, etc.). They can be used to assign ownership of certain items or actions to multiple individuals, as opposed to a single person, provided Operational Risk is configured to allow it (in Administration > Configuration Editor > Register Policies > Ownership).

Groups must be linked with at least one role with defined permissions (via access controls) to enable users in the group to complete risk management tasks.

Users can belong to more than one group.

To add a new group

• • From the menu, select Security > Groups.
  • Select the Add button at the top right.
    
  • Enter a Name and Description, and then select a Primary User for the group. The primary user will receive email notifications when certain actions involving the group are required (for example, risk verification activities).
  • If users have already been defined in the system, select Members who should belong to the group.

    To remove a selected user, choose the “x” next to the user’s name.
    

  • Save the new group.

To inactivate a group

To mark a group as inactive (can no longer be used in the system but the record remains), select Inactivate at the top of the page. To reactivate the group, select Reactivate.

To delete a group

To delete a group, select Delete from the ellipsis menu. To delete multiple groups at once, select them and choose Delete Selected.