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xSuite Invoice Sphere

Creating a new workflow group

The user-administration functions for workflow groups allow you to create new groups and add users to them.

  1. On the start page, click on the tile Workflow Agents.

    ➣ User administration will open.

  2. Click on the tile Groups.

  3. Click the button sphere_erstellen_icon.jpg Create Group.

    ➣ The dialog Create Group will open.

    sphere_gruppe_erstellen_dialog.png

  4. In the field Group name, enter a name for the group.

  5. In the field Group description, you can enter a short description of the group.

  6. Click Create.

    Notice

    To open the group right after it has been created, click Create & open.

    ➤ The group has now been created.

Adding a user to a group

  1. Open the data of a group.

  2. Click sphere_bearbeiten_icon.jpg Edit.

    ➣ The group data can now be edited.

  3. In the Group Members area, click the button sphere_erstellen_icon.jpg Create Group.

    ➣ The dialog Select: Workflow Agents will open.

  4. From the list of available users, select the users to be added to the group.

    sphere_gruppe_benutzer_hinzufugen_dialog_auswahl.png

  5. Click OK.

    ➣ The selected users will now appear in the list.

    sphere_gruppe_benutzer_liste.png

  6. Click sphere_speichern_und_verlassen_icon.jpg Save and exit editing.

    ➤ The selected users have now been assigned to the group.

Deleting a user from a group

  1. Open the data of a group.

  2. Click sphere_bearbeiten_icon.jpg Edit.

    ➣ The group data can now be edited.

  3. In the list, select one or more users to be deleted from the group.

    sphere_gruppe_benutzer_liste_auswahl.png

  4. In the Group Members area, click the button sphere_loschen_icon.jpg Delete Group.

  5. Click sphere_speichern_und_verlassen_icon.jpg Save and exit editing.

    ➤ The selected users have now been deleted from the group.

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