5.4 Groups

You can also associate users with groups to more efficiently manage access. Members of a group inherit the access controls assigned to the group.

5.4.1 About Groups

Transformation Manager allows you to track the following information for groups:

Full Name: Specify a name for the group account that is unique in the PTM system. Names can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.

Email Address: (Optional) Specify an email address for the group that is unique in the PTM system.

Scope: Specify whether the user’s privileges apply at the system or organization level in the PTM system. After the user’s scope is set, it cannot be modified. Organization scope is used only for groups in a Dashboard Viewer role for their organization’s projects.

Membership and Access: The following tabs allow you to view or manage the group’s access to information in the transformation environment. Some options might not be available, depending on the group’s assigned role.

  • All Roles

  • System (Add, Remove)

  • Organization

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

    • Project Manager (Add, Remove)

  • Project

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

    • Project Manager (Add, Remove)

  • Wave

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

  • Batch

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

  • Members (View, Add, Remove)

5.4.2 Viewing Groups

  1. In the Web Interface toolbar, select Users.

  2. Select the Group tab.

  3. In the Group list, double-click the group, or select the group and click View.

  4. In the View Group dialog, view the Group and the Membership and Access information.

  5. Click Close.

5.4.3 Creating a Group

  1. In the Web Interface toolbar, select Users.

  2. Select the Groups tab.

  3. Click Create.

  4. In the Group pane of the Create Group dialog, specify the following information for the group account:

    • Full Name

    • Email address

    • Scope (System or Organization)

  5. Click Save to create the group account instance and enable the Membership and Access pane.

  6. In the Membership and Access pane, define the roles and member assignments for the group account.

  7. Click Save.

  8. Click Close.

5.4.4 Editing a Group

  1. In the Web Interface toolbar, select Users.

  2. Select the Group tab.

  3. In the Group list, double-click the group, or select the group and click Edit.

  4. In the Edit Group dialog, view or modify the Group and the Membership and Access information.

  5. If you modified information, click Save.

  6. Click Close.

5.4.5 Removing a Group

When you remove a group, the roles and membership set up for the group are automatically removed.

  1. In the Web Interface toolbar, select Users.

  2. Select the Groups tab.

  3. In the Groups list, select the group and click Delete.

  4. Click Yes to confirm the deletion, or click No to keep the group.