{"id":47466,"date":"2019-06-17T00:35:34","date_gmt":"2019-06-17T07:35:34","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=47466"},"modified":"2019-07-17T06:20:31","modified_gmt":"2019-07-17T13:20:31","slug":"creating-user-groups-in-topteam","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/47466\/creating-user-groups-in-topteam\/","title":{"rendered":"Creating User Groups in TopTeam"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>In order to make your <i>Projects<\/i> more secure, <i>TopTeam<\/i> provides a useful feature called as<strong> User Groups. User Group<\/strong> is a collection of multiple users that shares the same <i>Project<\/i> permissions in which they are members. <\/p>\n<p>For example, in your organization you have <i>Developers, Managers, Business Analysts<\/i>, <i>Testers<\/i>, etc. as different users and you do NOT want them to have similar permissions to your <i>Projects<\/i> or change important data in your <i>Projects<\/i>. For <i>Managers<\/i>, you want them to have full access to your <i>Projects<\/i> whereas for <i>Developers<\/i> and <i>Testers<\/i> you want them to have permissions related to tasks and issues respectively. In that case, you can create different groups for <i>Managers<\/i>, <i>Developers<\/i> and <i>Testers<\/i>, and grant them the same permissions without having to set permissions for each user. <\/p>\n<p>The<strong> User Groups<\/strong> feature simplifies this process of managing large number of users.<\/p>\n<p>In this article, you will learn how to create <strong>User Groups<\/strong> in <i>TopTeam<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<li>Project Managers<\/li>\n<li>IT Support<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p>Prior to creating <strong>User Groups<\/strong>, you may need to create <i>User Accounts<\/i>. For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1794\/creating-user-accounts-with-topteam-desktop-app\/\" target=\"_blank\">Creating User Accounts with TopTeam Desktop App<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Navigate to the Administration section<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538031932498-2-1.png\" width=\"448\" height=\"263\" alt=\"media_1538031932498-2-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Click Configure System Security<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542177402653-1.png\" width=\"697\" height=\"459\" alt=\"media_1542177402653-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Click Manage User Groups <\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542177716889-1.png\" width=\"719\" height=\"346\" alt=\"media_1542177716889-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Manage User Groups editor opens. Create a new User Group.<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1560754323054-1.png\" width=\"800\" height=\"441\" alt=\"media_1560754323054-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: You cannot edit <i>User Groups <\/i>that are created by the system. Whenever a new <i>User Account <\/i>is created, it will be added to the corresponding group based on the type of that <i>User Account<\/i>. For example, if an <i>Author <\/i>type of <i>User Account <\/i>has been created, it will be automatically added to the <i>&lt;&lt;All Authors&gt;&gt; <\/i>group.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Enter Name and save the group<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1560754392840-1.png\" width=\"786\" height=\"338\" alt=\"media_1560754392840-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Select users to add to the group<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538032974194-2-1.png\" width=\"659\" height=\"639\" alt=\"media_1538032974194-2-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538032988958-1-1.png\" width=\"623\" height=\"611\" alt=\"media_1538032988958-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538033004653-1.png\" width=\"622\" height=\"441\" alt=\"media_1538033004653-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">New User Group has been created and Group Members have been added to it<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1560754473221-1.png\" width=\"778\" height=\"359\" alt=\"media_1560754473221-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Alternately, you can create User Groups from Project Editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538033960573-1.png\" width=\"730\" height=\"685\" alt=\"media_1538033960573-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Also, you can create User Groups from User Accounts editor in Administration<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542179043796-1.png\" width=\"800\" height=\"499\" alt=\"media_1542179043796-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Moreover, you can add the selected User Account to one or more User Groups from the User Accounts editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542179410393-1.png\" width=\"800\" height=\"499\" alt=\"media_1542179410393-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/47863\/granting-project-access-and-roles-to-user-groups\/\" target=\"_blank\">Granting Project access and Roles to User Groups<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: June 17th, 2019<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview In order to make your Projects more secure, TopTeam provides a useful feature called as User Groups. User Group is a collection of multiple users that shares the same Project permissions in which they are members. For example, in your organization you have Developers, Managers, Business Analysts, Testers, etc. as different users and you do NOT want them to have similar permissions to your Projects or change important data in your Projects. For Managers, you want them to have full access to your Projects whereas for Developers and Testers you want them to have permissions related to tasks and <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[341],"class_list":["post-47466","post","type-post","status-publish","format-standard","hentry","category-repository","tag-user-groups"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-clA","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47466","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=47466"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47466\/revisions"}],"predecessor-version":[{"id":47877,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47466\/revisions\/47877"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=47466"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=47466"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=47466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}