Overview
The difference between a user group and a user role
When establishing a user in Matics the user is assigned to a user group. The User Group is what determines the user's system permissions, which modules and actions are available to that user. But since people often fill multiple roles and functions in an organization, having another way of classifying users is instrumental. Particularly when disseminating information via notifications, in which you want to target somebody by what they do, and not by what system access permissions they have. For example, Operators will see when there's a test failure, yet there may be other people that need to know when there are certain QC test failures: the shift manager who belongs to the Shift Manager user group, and maybe the planner who might need to adjust the production plan and belongs to the Planner group. So, providing those specific people with role assignments enables the system to identify recipients of this information.
Configurations required to make use of user roles
Making use of user roles requires:
Adding user roles to the system.
Assigning user roles to system users.
Choosing these roles when creating rules for sending notifications.
We will describe each of these steps in the following sections.
Adding user roles to the system
Go to Setup > Site Configuration and click 4 (Step 4- Define Users & Groups).
In the Step 4 page, click the User Roles tab.
Click Add and enter a name for that user role in the new row's name field.
Click Save changes. The new user role is added and by default marked as active.
Assigning user roles to system users
Go to Settings > Users Management > Users.
Click the target user's index to open that user's details page.
Click the User Roles tab.
Click Add. In the Roles field choose the role from the list.
If this user fills multiple roles, continue to add all this user's roles.
Click Save changes.
Unassigning users from roles
Go to Settings > Users Management > Users.
Click the target user's index to open that user's details page.
Click the User Roles tab.
Select the check box of the role to unassign from this user.
The delete icon is now available.Click
Click Save changes.
Using roles in rules
When sending notifications, you can choose between targeting specific users, or deciding which roles should be notified. When doing so, you can choose multiple roles to notify. See following example:
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