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Groups are groups of users that are organized for a functional purpose.

Example Example

Groups are used to assign security profiles for a set of users and to add collaborators to sourcing documents. A user can belong to multiple groups.

End of the example.

Groups are hierarchical and can contain an unlimited number of sub-group levels. You define groups with internal and external categories and with Security Profiles.

Groups are custom required data.

Groups and Security Profiles

Although it is possible to assign Security Profiles to individual buy-side users, this should not be a common practice. To facilitate management, all buy-side profiles should be assigned to groups. Groups are attached to the Company / Business Unit hierarchy, and define populations of buy-side users with common sets of rights. A Group is defined as containing a set of users, and being granted a set of Security Profiles. The set of Security Profiles that can be associated with a Group are those that have an Internal Type of All Users, Buy Side Users or None.

When editing a Group, the set of available Security Profiles is listed on the Security Profiles tab. Applicable ones are checked. Any profiles with a type of All Users are checked and cannot be unchecked.

You define Groups to organize users based on common access rights.

This section describes how to create and edit a group.

Features

Field Help for Groups Page

Function

Description

Inactive

Check this box to indicate that this group is inactive and to remove it from the list of active groups.

External ID

Type an external ID for this group.

Name

Type a name for this user group.

Context

Indicates the context in which this group is created.

Manager

Choose the Lookup to select a manager for this user group. This field is not associated with any business logic by default, but can be used in custom workflow implementations. See your SAP Professional Services representative for more information.

Activities

Creating a Group

To create a group:

  1. Choose Setup in the toolbar at the top of the page.

  2. In the Accounts and Security section of System Administration, select Groups from the dropdown list and choose OK.

  3. On the Groups List page, choose Create.

  4. On the Group page, fill in the fields with basic group information.

  5. Choose the Users tab.

  6. Choose Add User Account to add users to the group.

  7. In the dialog box, choose the box for one or more users to add and choose OK.

  8. Choose the Security Profiles tab.

  9. Under Security Profiles, check the box for one or more security profiles.

  10. Choose the Sub Groups tab.

  11. Choose Add to add sub-groups to the group.

  12. Repeat steps 4 through 10 to create the sub-group. You can add an unlimited number of sub-group levels to the group.

  13. In each sub-group, choose Save in the toolbar.

Changing a Group

To edit a group:

  1. Choose Setup in the toolbar at the top of the page.

  2. In the Accounts and Security section of System Administration, select Groups .

  3. On the Groups List page, do one of the following:

    • From the dropdown list, select All Groups and choose the user to edit.

    • Type search criteria in the Show Groups containing text box. Choose Show and choose the user to edit.

  4. On the Group page, choose Edit in the toolbar.

  5. Edit any fields.

  6. Choose the Users tab.

  7. Choose Add User Account to add users to the group.

  8. In the dialog box, choose the box for one or more users to add and choose OK.

  9. Choose the Security Profiles tab.

  10. Under Security Profiles, check the box for one or more security profiles.

  11. Choose the Sub Groups tab.

  12. Choose Add to add a sub-group.

  13. Choose the Edit icon for a sub-group to edit.

  14. Repeat steps 5 through 12 to edit the sub-group and any sub-groups it contains.

  15. In each sub-group, choose Save in the toolbar.

  16. On the Group page, choose Save in the toolbar.