Every Comply Plus user belongs to a user group, which determines the following for its users:
● Which features and data the users can access and which operations they can perform
● Which reports the users can run and schedule
● The default Home page where each user in the user group begins after logging into Comply Plus
Due to these common properties shared by every user in a user group, it is a common practice to define each user group with a particular role in mind. You would then select the access points, reports, and default home page appropriate for any user performing this role—that is, any user who will belong to this user group. Each user can belong to a single user group only.
Comply Plus offers the following types of user group:
| User group type |
User group of this type can contain users of these types*: |
User group type intended for: |
User group of this type can be created from a local site? | User group of this type can be created from the Corporate site? |
| Site | Site |
Any user group containing users from a single local site only |
Yes | Yes |
| Corporate | Corporate | Any user group containing Corporate users only | No | Yes |
| Global | Site; Corporate; Global; Multi-Site |
Any user group containing users from various sites |
No | Yes |
*For details on user types, see Administration: Users > User Types.
Each user group includes the following properties:
● User Group Name: The identifying name of the user group.
● Description: A helpful description of the user group's role or purpose.
● Home Page: The page where each user in the user group begins after logging into Comply Plus. This is a default setting only, and can be overridden by each user (see Setting the Comply Plus Home Page).
● Active/Inactive Status: An active user group's users can login as normal; an inactive user group's users are automatically deactivated (and therefore cannot login) and cannot be reactivated as long as the user group remains inactive. You can reactivate an inactive user group at any time on the User Administration page (see below). All new user groups begin with an active status.
● Access Points: What every user in the user group can and cannot do while logged into Comply Plus. Each access point enables access to a specific Comply Plus feature, and offers one or more of the following permissions:
● Read/Run: Users can view or run the feature.
● Update: Users can add new data or edit existing data in the feature.
● Delete: Users can delete data in the feature.
When an access point's permissions are granted to the user group, every user in the user group gains those permissions. Likewise, when an access points permissions are revoked from a user group, every one of its users loses those permissions. Some access points can be granted by a Corporate user only, and the access points available for a user group might be limited by the site license of the group's home site (see Site Settings).
● Reports: The reports every user in the user group can and cannot access. For more details on reports, see Reports.
Note: A user group's members (that is, which users belong to it) are not defined by the user's group's properties. To move a user from one user group into another, see Editing a User.
Use the procedure below to view a site's user groups and users. If you have permission to make changes to these user groups, see the links after this procedure.
Note: A local site user can typically view and manage user groups at the local site only. Users with Corporate-level permissions can view and edit the user groups at any site.
To view a site's user groups and users:
Starting at the Application Administration page (How do I get there?), do the following:
1. In the menu on the left, under SECURITY, click Users.
The User Administration page opens, showing the user groups at your site. (If you see a Current Site menu, select another site to view its user groups.)
Note: All Global user groups are identified by a global (
) icon.
2. Do any of the following:
● To view the users in a user group: Click the user group's expand (
) icon.
● To reactivate an inactive user or user group: Select the Show Inactive Users and/or Groups check box in the lower right. (If this check box does not appear, the current site has no inactive users or user groups.) When the inactive users and user groups appear on the page, click {Activate} next to each one you want to reactivate.
● To view a user group's properties: Click the user group name. This opens the following areas of user group properties in a new browser tab:
● User Group: The user group's basic properties: name, description, and default home page.
● Access Points: The features the user group's users can access, including one or more of the following permissions for each:
● Read/Run: Users can view or run the feature.
● Update: Users can add new data or edit existing data in the feature.
● Delete: Users can delete data in the feature.
● Reports: The reports the user group's users can run and schedule. (For details, see Reports.)
When you are done viewing the user group properties here, click Close in the lower right or close the browser tab.
If you have permission to edit user groups, see the following topics for details:
● Creating a User Group: Create a new user group to define access points and reports for a new set of users.
● Editing a User Group: Change a user group's identification, access points, or other properties.
● Deleting a User Group: Delete a user group to permanently remove it from your system.
● Reports
● Setting the Comply Plus Home Page
