Why do I need user groups?
Traditionally, users of systems are given roles. A user's role will determine what they can see and do in that system.
Your Catalyst system does, of course, have users of different types, and some of these are given a role or multiple roles.
However, we also have User groups. This is a set of users who may have different roles, or who may be a subset group all with the same role or permission set. Effectively, these people are grouped together as a team.
User groups allow Super admins, and other users who have the appropriate permissions, to manage teams of people and easily reference multiple users in different areas of the system.
User groups can be added to the following system areas
- A User type field in an Object Class — the field can be used in:
- all three Object class views
- a standalone form
- a task template of the "Update object record" type
- task assignment actor in the sequencer
- record access actor in the sequencer
- Add to a Permission set:
- Object Class - Class permissions
- User Group Permissions
Note: User groups can be assigned an Object Class Record permission set, but this is done only via a Record Access actor or API. Therefore, this is set up in the sequencer.
- Record Access actor — append, override, or remove users in a user group from the permission set
- Selection of Task assignees on creation of a Manual task
- Manual re-assignment of tasks
- Select in a send message actor in a sequence so that each member of the user group will receive the same email
More information
Please see the other articles in this section for more information.
Find out more about the User Group List.
Useful info
- A user can belong to several user groups.
- The user who creates a User group will automatically be added as a member and an owner.
- A User group can have up to 10 Owners.
- A User group can have up to 1,000,000 Members.
- The maximum number of User groups you can have in your system is 1,000.