Functionality from Enterprise 🌟
User groups ensure efficient and flexible use in processes. Consider a group of managers as budget holders in the procurement flow or the people in the warehouse or reception who register goods receipts.
How do I create a usergroup?
- Go to the Administrator from your Userhome
- Click on User Management in the left menu bar, then go to Users & Groups.
- Click on the User Groups tab at the top and then on the Add user group button at the top.
- Enter the details of the user group. The External ID will be automatically filled if a group is retrieved from linked/external software. this is not necessary for manual entry.
Choose wheter to set the group administration specifically or across all administrations and finally select the users who belong in the group. - Click on Add and the group is created!
The group is ready for furthur configuration and will only be visible in processes once it has been added in specific configurations. Consider, for example, groups that may be selected as receivers. These groups will only be shown once you have enabled the group within the purchase configuration.
See here what user groups can be used for: