Group Identity Tab - WebTMA 5

Path: Admin > User Management > Groups / Identity Tab

The window is divided into three sections:

• Group Name — in the two fields at the top of the page.
• List of users assigned to the group — TMA Users Groups grid. Note that the list of users that can be added is filtered by data access of the person creating the Group record. Other than users with an Administrator Role, all other users that create a Group record are filtered by their Role and Repair Center settings in User Management, i.e., they cannot view, add, or remove any users they cannot access from the User Management window.
• List of users who log in using LDAP or SSO — Security Group grid.

You can define as many groups as needed for your organization.

Users of all types can be assigned to a Group from the Groups / Identity Tab or from the individual User, Contractor, or Requestor windows. The User record includes a separate Groups Tab, for Requestors go to the Data Access-Groups Subtab, on the Technician or Contractor windows look to User Access-Groups Subtab.

For those that use LDAP authentication, designating a Security Group may be useful if your organization wants users who do not have a WebTMA user record to be able to log in to the application. If their domain Group Name is listed on the Group record, the following actions occur:

• the user can log in
• a user record is added to WebTMA for the person who logged in
• the new user is assigned to the Group to which his domain group is assigned and inherits that Group's limits

Related is the check box found in Admin > LDAP Server Setup. The Auto-Create TMA User from LDAP User check box allows WebTMA to create a user record for anyone who logs in with LDAP authentication. The first time WebTMA automatically creates a record for a domain user who is not a TMA user, settings on the Preferences Tab may apply. 

The Add SSO Group link on this window relates to SSO roles and applies to a WebTMA SAML interface.

How to Add a Group Record

Path: Admin > User Management > Groups / Identity Tab

1. Click Add on the WebTMA toolbar.
2. Type a group Name.
3. Type a Description of the group.
4. Click the Repair Center Tab and add at least one Repair Center. Note: This applies to all except the few users with an Administrator Role. Administrators can create a Group without a Repair Center selected.
5. Click Add User link in the TMA Users Groups grid on the Identity Tab.
6. Select the users assigned to the Group.
7. Click Save on the WebTMA toolbar.

NOTE: After a group record has been created, you must assign access. This is done using the other Tabs on the Groups window. Until these rights are assigned, users assigned to the group cannot open any windows in WebTMA.

How to Edit an Item in a Group

Path: Organization > Group

You have two editing choices for Groups: Sequence and Distribution percentage. Sequence changes the sort order of the list for printing. Distribution applies if you use Manual percentages.

1. Locate the desired group.
2. Click Edit on the WebTMA toolbar.
3. Click the pencil icon adjacent to the line item to be changed.
4. Enter the Sequence number or Distribution percentage.
5. Click the Update link to record the change.
6. Click Save on the WebTMA toolbar.

If you change the sort order, click the # header to sort the list in the new sequence.

How to Delete an Item from a Group

Path: Organization > Group

1. Locate the desired group.
2. Click Edit on the WebTMA toolbar.
3. Click the trash can adjacent to the line item to be deleted.
4. (Optional) Mark several check boxes and click the Delete Selected button to remove several items at one time.
5. Click Save on the WebTMA toolbar.