Groups

Administration This task should be performed in the Administration panel.

Groups represent sets of users who share similar roles or permissions within the system. Managing groups allows you to define who has access to specific features, data, and functionalities within the platform.

Important Considerations

• Groups are essential for managing user roles and permissions within the system.
• Base Group (LAB Demo): It is recommended to use the LAB Demo group as a template for new groups by cloning its permissions. This ensures that groups are configured consistently and efficiently across the platform.

Creating a Group

1. Access the Groups Section:

   • You can navigate to the Groups section either by using the navigation menu:
     Administration → Groups and Permissions, or by using a direct link like:
     <http://your_instance:your_port/cmdbuild/ui/#administration/groupsandpermissions_empty>

2. Add a New Group:

   • Click the Add Group button to open the form for creating a new group.

3. Fill in the Required Fields:

   • Name: Enter a unique name for the group (e.g., RESEARCH_MANAGERS).
   • Description: Provide a description, such as Managers for research data access.
   • Type: Select the type of group from the dropdown menu.
   • Email: (Optional) Add an email for group notifications.
   • Default Page: (Optional) Specify the initial page the group will see after login.
   • Active: Ensure the checkbox is selected if the group should be active.

4. Save the Group:

   • After filling out the necessary details, click Save to create the new group.

Why Groups are Important

Groups are crucial for managing user permissions and access control within the system. By defining groups, you can assign users to roles that dictate what parts of the system they can interact with, and what data or features they can access.

Permissions Management

In the Permissions tab, you can manage access to various system features, including:

• Classes: Define read, write, and manage permissions for specific data classes.
• Processes: Control access to and execution of system processes.
• Views, Dashboards, Search Filters, Reports: Set visibility and permissions for custom views, reports, and dashboards.

Recommended Approach: Cloning Permissions

Rather than configuring permissions for each group manually, it is recommended to clone permissions from a Base Group, such as LAB Demo. This approach ensures consistent and efficient setup across all groups, reducing the chance of misconfigurations.

How to Clone Permissions

1. Navigate to the Permissions Tab:

   • After creating a group, click the Permissions tab, where you will find different subtabs such as Classes, Processes, and UI Configuration.

2. Clone from LAB Demo:

   • Click the Clone from button on the top-right side of the screen.
   • Select LAB Demo from the dropdown list of available groups.

3. Review and Adjust:

   • The system will apply the same permissions from LAB Demo across all sections. Review and adjust permissions as needed to fit the group’s specific role.

By cloning permissions from a base group like LAB Demo, you can save time and ensure consistency across all groups in the system.

Exercise

Create all the Groups listed in the Visibility model.

For now, you can skip the sections related to species, analysis filters, and associations with applicants. Focus solely on creating the groups and cloning permissions from the "Lab Demo" group, which is available in the COHESIVE instance. This will ensure consistency in group setup and permissions management across the system.