About the Group Editor

To reduce work, it is recommended that you create a small number of groups, assign the appropriate users to those groups, and then apply security to the groups rather than to each user individually. This makes it easier to maintain a large number of users. For example, if you add a new user, you need only assign the user to the appropriate groups rather than assigning security to that user for each and every object within EPX. However, you can configure security for individual users – this is recommended in an environment with a small number of users.

Groups are modified via the Group editor. You can open the editor on as many groups as you want. This means:

Each group that you open for editing has its own Group editor.
Any activities you perform in the Group menu apply to the group whose editor is active.

Note: You can open multiple simultaneous editors for a single group. However, changes made in one editor will not be populated in the other editors for that group.

Starting the Group Editor

There are two ways to start the Group editor: for a new group and for an existing group, these are detailed in the subsequent sections.

For a New Group

To start the Group editor, do one of the following:

From the Navigator Menu

Click New....
In the dialog that appears, click Group to open the Group editor.

Note: Once the Group editor is opened, the Group menu appears in the menu bar.

From the Navigator Pane

There are two ways to open the Group editor in the Navigator pane. The first one is by creating a new group through the Administration folder. Follow the steps below:

Right-click the Administration folder and then click New....
The folder appears containing the General and Process Modeling tab.
Select and then click on Group.

The second one is by accessing the Administration folder to open the Group editor. Follow the steps indicated below:

Expand the Administration folder.
Right-click Groups, and then click New... in the shortcut menu.

Note: After the Group editor is opened, the Group menu appears in the menu bar.

For an Existing Group

To open the Group editor for an existing group:

In the Navigator pane, expand the Administration folder, and then the Groups folder.
Do one of the following:

Right-click a group name under the Groups folder, and then click Open in the shortcut menu.
Under the Users folder, double-click the name of a user who belongs to the group that you want to edit. In the User editor, click the Groups tab, and then double-click the group name displayed on the tab.

Group Editor Tabs

The following table explains the use for each tab:

Use this tab...	To do this...
General	Set or view name and description of the group
Users	Add, view, and remove the users in the group
Security	Set security for the group

General Tab

The General tab contains the following information:

Setting	Description
Name	The name assigned to the group when it was created
Description	An editable description of the group

Users Tab

The Users tab allows you to view the users that are currently a member of the selected group.

Adding Users to Groups

To add users to a group, do the following:

With the Group editor active, click Add Users in the Group menu.
In the dialog that appears, click the users who you want to add to the selected group.

Security Tab

The Security tab allows you to specify and view what type of access the selected group has to various objects.

Assigning Security for a Group

With the Group editor open, click the Security tab. Double-click a folder to display its contents in the next pane. Any object selected in these panes will be listed in the bottom half of the editor.
In the bottom half of the editor, select the corresponding checkboxes to set the group’s security for individual objects. The security on a group of objects can be set or cleared by right-clicking the object to display a shortcut menu, and then clicking the appropriate option in the shortcut menu.

For more information about security in EPX, refer to Security .

Group Menu Commands

After opening the Group editor, the Group menu becomes available in the Design Console menu bar. The following table explains the meaning of the menu command that appears above the first rule in the menu; this command is specific to the Group editor:

Use this menu command...	To do this...
Add Users	Add users to the selected group

Adding Users to a Group

With the Group editor open, do one of the following:

Click the Users tab, right-click in the users table, and then click Add in the shortcut menu.
In the Group menu, click Add Users.

Removing Users From a Group

With the Group editor open, do one of the following:

Click the Users tab, right-click on the user you want to remove from the group, and then click Delete in the shortcut menu.

Or, select the user that you want to delete. Open the Edit menu, click Delete.