Skip to main content

Defining User Groups

Overview​

You can group users who use TimeTracker RX into user groups.

In project management, you can grant project management and other permissions to multiple users at once.
Examples: Job title group "Department Head," Qualification holder group "Project Administrator," "Project Auditor," etc.

This section introduces the features related to user groups.

This feature is not available in Standard Edition.

Common Procedure​

To define a user group, perform the following steps as a common prerequisite:

  1. Click your login name in the TimeTracker RX global navigation.

  2. Select "System Settings."

  3. Click "Users" in the local navigation.

  4. Select "User Groups" from the left menu.

Adding User Groups​

By grouping users together to manage project permissions, you can apply project permissions to all users at once simply by adding them to that group.

To group users, add a user group and then assign the target users to that group.

Procedure​

  1. Click the "+" icon at the top of the user group list.

  2. Enter the user group information in the "Register User Group" dialog.

    The input fields are as follows:

    No.ItemDescription
    1NameUser group name
    2English nameName used to represent the user group in English
    Used as a filter when selecting user groups.
    3CodeCode to identify the user group
    Used for searching for user groups, etc.
    4DescriptionDescription of the user group

  3. Click the "OK" button.

Deleting User Groups​

You can delete user groups that are no longer needed.
Deleting a user group does not delete users.

Procedure​

  1. Select the user group to delete.

  2. Click the "-" icon at the top of the user group list.

Changing User Groups​

You can change the information of registered user groups later.
Use this when changing the users belonging to a group.

Updating Field Values​

  1. Select the target user group.
  2. Click the "Properties" icon in the Local Navigation menu.
  3. Click the "Fields" tab① in the Properties pane.
  4. Click the "Edit" button.
  5. Modify the contents of the user group field.
  6. Click the "Save" button.

Updating Group Members​

  1. Select the target user group.
  2. Click the "Properties" icon in the Local Navigation menu.
  3. Click the "Group Members" tab② in the Properties pane.
  4. To add, click the "+" button.
  5. In the "Select Users" dialog box, check the target user.
  6. Click the "OK" button.
To delete, select the target user and click the "-" button.

Restoring User Groups​

You can restore deleted user groups.
This is useful if you accidentally deleted a user group or want to reuse a deleted user group.

Procedure​

  1. Select "Deleted" in the "Filter."
  2. Select the target user group. Multiple selections are possible.
  3. Click "Actions" at the top of the user group list.
  4. Select "Restore."

Utilizing User Groups​

The user groups you've set up can be used when configuring project security.

For example, members belonging to a PMO (Project Management Office) refer to individual projects across the organization.
By adding a group of such members to a user group, when setting security permissions for a project,
you can set the permissions for individual members simply by configuring that group.

Last updated on