Create a Group

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows you to create groups.

To create a group:

  1. Select Security > Groups.
  2. Click New.
  3. Enter a new group name in the Name field.
  4. Select a group type from the Type dropdown list.
  5. Note

    While it is possible to add a Job group manually on the Edit Group page, this is not the recommended approach. Instead, Job groups are automatically created by the Job Controller definition of a collaboration job. For more information, refer to Collaboration Jobs.

    The members of the Job group must be assigned manually via the Members tab in the Edit Group page. An Administrator must wait until each Job group is automatically generated.

  6. Enter a group description in the Description field.
  7. Complete the additional Group User Access Control section, which is shown for the Form group type only.
  8. Select Share with Work Group to allow users of this work group to share a form.
  9. Select New Forms to allow users to actively start filling in forms belonging to the group. Otherwise, they can't access the forms at all, except when tasks are assigned to the group and the group is configured to share tasks and incomplete submissions.
  10. Select Saved / Assigned Forms to allow sharing of tasks assigned to the group as well as incomplete submissions for these forms.
  11. Select Completed Forms to allow sharing of the list of completed submissions and access to receipts.
  12. Select Reassign Task to allow members to reassign task submissions to other users within the form work group.
  13. Click Save to update the changes.
  14. Assign user accounts to this group.
Note

In the case of a Form group, it is now possible to restrict individual forms to be accessed only by members of this Form group. By default, a form is publicly available to all users logged in to a Form Space. Once a form is restricted to at least one Form group then it is only listed for the members belonging to the Form group(s) from the Forms tab (in the Form Space).

Note

You need to configure form access in the Group Access tab for each restricted form.

Note

Any forms restricted to this Form group are now listed on the Forms tab from the Edit Group page.

Next, learn how to view groups.