User groups are groups of users set by an administrator. You can add user groups to other groups to create a hierarchical structure of user groups and subgroups. For example, you can create a Sales group that includes all user accounts for members of the Sales team. In the Sales group, you can create other groups, such as Midwest Sales Team and East Coast Sales Team, and add the appropriate users to these user groups.
Use groups to streamline key tasks in Archer according to your business practices, such as:
- Assigning access rights at the application, page, record, and field levels to user groups rather than individual users.
- Sending a Training and Awareness event to members of a specific user group, such as the Incident Investigation group.
When a user becomes a member of a user group with an associated role, the user automatically receives the permissions of the access role. For example, a Policy Administrators group has an associated access role that grants create, read, and update privileges to the Policies application. All members added to this user group are granted the same access rights related to policy-related job functions.
Important: Users must exist before groups can be created. Groups must exist before adding an access role or security parameter.
Other uses for groups
- Administrative functions
- Global reports
- Data records
- Private fields
- Email notifications
- Content Review stages
- Training and Awareness campaigns
- Forums and polls