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Creating a User Group

In the AuditBLOOM system, user groups are used for efficient management of access rights and user responsibilities. Creating a group is the first step towards organizing users by departments, projects, or roles.

In this section, you will learn how to create a new user group, add members to it, and configure the basic settings.

How to Create a Group​

Requirements: You will need:

Roles:

  • Administrator
  • User Management

Workplace Type:

  • Full Workplace

Step 1: Open the "Groups" Section​

  1. Log in to the AuditBLOOM system with "Administrator" or "User Management" rights.

  2. Go to the "Settings" section in the main menu.

  3. Select the "Groups" option.

    In this section, a list of existing user groups will be displayed. The table contains two columns:

    • Group Name: The name of the user group.
    • Activity Status: The status of the group's activity (active/inactive).

Step 2: Click the "Add" Button​

  1. Click the "Add" button located at the top of the page.

    Add Button to Create a New Group | AuditBLOOM

Step 3: Fill in the Group Creation Form​

  1. In the opened form, enter the necessary information:

    • Group Name: Enter a unique name for the new group.

      For example: "Sales Department"

    • Select Users: Choose the users you want to add to the group.

      • You can use the search field or scroll through the list to find the required users.

      • Check the boxes next to the names of the users to add them.

    Group Creation Form | AuditBLOOM

  2. Check the entered data and ensure you have selected the correct users.

  3. Click the "Save" button to finish creating the group.

Step 4: Add a Description and Configure Audit Objects​

  1. After creating the group, go to the group. To do this, click on the group name in the group list.

  2. Add a group description to explain its purpose.

    • Go to the "Details" tab.

    • Click the "Edit" button.

    • Enter a detailed description of the group.

    • Click "Save".

    Adding Group Description | AuditBLOOM

  3. Configure audit objects for which the group will be responsible (if necessary):

    • Go to the "Audit Objects" tab in the group profile.

      Audit Objects Tab in Group Profile | AuditBLOOM

    • Click the "Add Audit Objects" button.

    • In the window that opens, select the audit objects for which the group will be responsible by checking the boxes next to them.

      Adding Audit Objects to Group | AuditBLOOM

    • Click "Save".

Step 5: Assign Roles (Optional)​

  • Note: Roles are assigned in a different interface. To assign roles to the group, go to the "Permissions" section in the main menu and configure the necessary settings for the group.

Notes and Tips​

Notes and Tips

  • Group Name: Choose informative and clear group names to make them easy to identify.

  • Group Description: Add a detailed description to explain the group's purpose and its role within the organization.

  • Adding Users: You can add users during the group creation or later by editing the group composition.

  • Audit Objects: Assigning audit objects to a group automatically gives all group members responsibility for those objects.

  • Roles and Access Rights: Don’t forget to assign the necessary roles and access rights to the group to ensure its functionality.

Frequently Asked Questions (FAQ)​

Question: Can I add users to the group after it’s created?

Answer: Yes, you can add or remove users from the group at any time. To do so, go to the group profile and edit its members.

Question: How do I assign roles to the group?

Answer: Roles are assigned in the "Permissions" section of the main menu. Select the group and assign the necessary roles.

Question: Can I change the group name after it’s created?

Answer: Yes, you can change the group name by editing its profile. Go to the "Details" tab, click "Edit", make changes, and save them.

Question: What happens to the user’s access rights when I remove them from the group?

Answer: Users will lose all rights and access provided by the group. They will retain only the rights granted directly to them or through other groups.