Creating Groups

As an Account Manager you combine account users into groups so that licenses and permissions are granted once to the group instead of to each individual.

A group bundles account users. If you give a group a license or make it the group of Process Designers, this applies to every member — including every member who joins later.

Prerequisites

You are an Account Manager of your account.

The future members are account users, see Creating and Managing Account Users.

Context

Groups are the recommended way to distribute licenses and permissions. Whoever joins the group immediately has everything the group has; whoever leaves it loses it again. This means you do not have to maintain several places when someone changes roles.

The groups of your account are listed in the Groups section on the Account tab; the search field searches by name.

How to Proceed

1. Open the account management, see Managing the Account.

2. In the Groups section, click the edit icon.

   The Create New Group dialog appears.

3. Enter the Name of the Group.

4. Under Select Members of the Group, select the members by activating their selection field. The search field searches e-mail address, last name, first name, status and licenses.

5. If every account user is to be a member, including every future one, activate Automatically Add All Users to Group instead.

6. Click Add.

   The group is listed in the Groups section.

Afterwards you give the group a license, see Assigning Licenses, or make it the group of Process Designers, see Defining Process Designers and BPM Managers.

See also: Appointing Account Managers