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Groups

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:

Groups Overview screen

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.

It is HIGHLY recommended that you add a summary of the functionality available in the group name to make it visible in the summary screen above. I.e. the above group names don't have this but the one below does:

Once a group is created you'll see the list of users that have that group associated with them in the Users tab:

It's important to note that a person can be associated with multiple groups and you can click on a user to see which group or groups they are connected to.

Functions leveraging Groups

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

To find more about the above read the chapter.

In the next article we will walk through each of the permissions available in OpenProcess and what they enable.

'Step Set Up'
Creating a Group
Users associated with a group

Permissions

The following are the permissions that one can associate with a group.

Permission
What does it permit?

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 ‘Document backlog’. The user would need the ‘Start a process’ 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 “continue process” 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