Groups are a vital function of the role based access control available in OpenProcess. You can access the Groups function within the Setup screen of OpenProcess.
Essentially Groups span two things in OpenProcess. Groups are teams of users doing a specific function and also those users limited to doing the things associated with their group.
The high level Groups screen shows all Groups set up for an environment:
To create a new group, scroll to the bottom of the Groups page and click the ''Add a new group" button.
You're afforded the ability to create a group name and description.
Once a group is created you'll see the list of users that have that group associated with them in the Users tab:
The following functions, outside of permissions, leverage the groups function.
1) Work allocation - it is possible to assign work round robin among a set of users associated with a group
2) Work supervision - it is possible to associate a set of users linked with a group with the ability to view process steps
3) Search - it is possible to restrict those who can search processes in the Search processes screen to a given set of users associated with a group
4) Updatable in Search Processes - normally one can only update work assigned to themselves. It is possible to make a set of users associated with a group able to update processes directly in the Search Processes screen.
5) REST API failure allocation - it is possible to assign REST API failure processes round robin among a set of users associated with a group
6) REST API failure supervision - it is possible to associate a set of users linked with a group to view REST API step failures
7) Document indexing group - it is possible to associate a set of users with the means to index a specific service area's documents
In the next article we will walk through each of the permissions available in OpenProcess and what they enable.

The following are the permissions that one can associate with a group.
User administration
One to be able to create/modify users
Organisation administration
One to be able to create/modify organisation
Group administration
One to be able to create/modify groups
Process definition administration
One to be able to create/modify processes
Start a process
One to be able to adhoc kick off a process in the Start Process screen
Work on a step
One to be able to complete tasks assigned to them
Read attributes via stamp
Not relevant for users
Subject access
Not relevant for users
Step administrator
One to be able to oversee tasks for any step in a process assigned to a group with this permission
Process read
The ability to access a process step but not update it
Service area administration
One to be able to create/modify service areas
Document type administration
One to be able to create/modify document types
View document backlog
One to be able to view the items imported automatically into the âDocument backlogâ. The user would need the âStart a processâ permission too if they were to need to kick off processes based upon an item imported automatically.
Document template administration
One to be able to create/modify document templates
Account extract administration
One to be able to create/modify Account Extracts
Search processes
One to be able to search processes. Important that the group this is linked to is also add to the Process Details screen in the 'Searchable by group' drop down..
Continue processes
For sites that have the integrated Revenues forms, allows users to click on âcontinue processâ function.
Administer document backlog
Ability to set up different indexing queues for the Document Indexing function.
Api Administrator
Ability to access the API setting in the Set Up Screen
Update process
One to be able to update processes within the search processes screen. Important that the group this is linked to is also add to the Process Details screen in the 'Updatable by group' drop down.
Case administrator
Enables one to set up/administer OpenProcess Cases.
Case reader
Enables one to access OpenProcess Cases
Application Start
Enables one to start a new OpenProcess Case
Bot Access
Not relevant for users

