View Groups

   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 user administrators to view the list of available groups.

To view all configured groups, select Security > Groups.

Groups are shown page by page, with the maximum number of records per page configured in the users preferences.

To filter or search the groups by one or more criteria, specify the following settings and click Search:

  • Group's name or part of a name.
  • Type of a group.
  • A group type can be one of the following:

    • Alert- notifies and alert users about certain events. A user must be assigned to a group of this group type.
    • Form- restricts user access to forms or tasks that are associated with this group.
    • Job - restrict access to job coordinators when overseeing jobs that they are responsible for.

Click Clear to reset the search criteria.

You can also perform the following actions:

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to assign groups to a user.