Manage PROXESS group

 

No users can be added or deleted in groups in the “Windows Authentication” category here. These properties can only be changed via the Windows Active Directory. The changes applied there are automatically adopted into the PROXESS group properties.

 

Connect to your PROXESS system via the PROXESS Administrator Console as a supervisor.

Select the “Groups” directory and choose the desired group. In the “Action” menu, choose the Properties command.

 

The following dialog box appears:

 

Fig.: Properties of the “Human Resources” group

 

The general properties for a group include the group name and description. You can change these properties at any time if needed. No new group is created by changing the two entries. The fields “Group Name” and “Description” are deactivated for groups in the “Windows Authentication” category. These properties can only be changed via the Windows Active Directory. The changes applied there are automatically adopted into the PROXESS group properties.

 

You can define which users are members of this group under the “Members” tab. A user can be a member in no group or in multiple groups.

 

Fig.: List of group members

 

With the Add command, you can see a list of all users who aren’t a member in this group yet and can assign them according to the group.

 

If you mark one or more users simultaneously, you can use the Remove command to remove group members from the group.  

 

Your changes only go into effect with the OK or Apply command.

 

All access and action rights of the user of the connected archive database are shown under the “Rights“ tab. This presumes that you have previously connected to a database. The management of access rights is explained in the chapter “Access rights”.

 
Tip


       

It has proven effective in practical experience to grant rights on a group level and assign users according to the groups. If a user is a member of a group, the user will also get the corresponding rights. This is why the assignment of members to groups should be based on which rights a user should get.


  

Also see:

 

Access rights—concept and overview

Managing database rights

Managing document type rights