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User profile - Groups tab
Page finder
or On this tab you can assign role sets, authorization sets, user groups, catalogs and conditions to the user.
Assigning elements
To assign elements, select them in the Available list (for example, Available user groups) and click the icon 
.
To remove elements, select them in the Assigned list (for example Assigned user groups) and click the icon 
.
See Assignment lists for more information on working with assignment lists.
Note: Elements that are automatically assigned by the system are displayed in grey text and cannot be manually removed from the Assigned list. Elements that you assign yourself are displayed in black text and can be removed.
Role sets
A role set is a collection of authorization sets. Role sets make it easier to assign multiple authorization sets to users. See Role sets for more information.
Which role sets are available for assignment depends on your rights as a company administrator and on the role set settings.
To assign a role set, click the Add role set button and select the role set from the selection list.
To remove a role set, click the icon 
next to the role set.
Depending on how the role set that you select is configured, you may also have to specify for which company the role set is valid and whether the role set is valid for related companies. See Authorization_sets for more information.
Authorization sets
An authorization set is a collection of individual rights which allow users to perform specific actions in the system, such as creating baskets, approving requests, editing users, etc. See Authorization_sets for more information.
Which authorization sets are available for assignment depends on your rights as a company administrator and on the authorization set settings.
To assign an authorization set, click the Add authorization set button and select the authorization set from the selection list.
To remove an authorization set, click the icon next to the authorization set.
For some authorization sets, you must also specify for which company the authorization set is valid and whether the authorization set is valid for related companies.
In the Company selection list, select one of the following options:
Option |
Description |
|---|---|
All companies |
The authorization set is valid for all companies in the system |
Own company |
The authorization set is only valid for the company to which the user belongs |
Select company |
The authorization set is only valid for a specific company. Enter the name of the company in the input field or search for it. |
In the Relation selection list, select one of the following options:
Option |
Description |
|---|---|
Assigned company |
The authorization set is valid for the assigned company only |
Sub companies of assigned company |
The authorization set is valid for the assigned company and its subsidiary companies |
Super companies of assigned company |
The authorization set is valid for the assigned company and its parent companies. |
User groups
In this section, you can assign user groups to the user (see Assigning elements).
User groups make it easier to assign catalogs to several users. All users belonging to a user group can use all catalogs that are assigned to the user group. When new catalogs become available, you can assign them to the user group and the catalog assignments of all users in the user group are automatically updated.
For company administrators who are assigned to a specific company, the Available user groups list contains only the user groups that are assigned to that company or its subsidiaries.
Catalogs
In this section, you can assign catalogs to the user (see Assigning elements).
The Available catalogs list contains all catalogs that have been assigned to the user's company as well as catalogs that have not been assigned to any company.
Catalogs that have been assigned to a company are automatically assigned to the user profile of all users belonging to that company. They are displayed in grey text in the Assigned catalogs list.
If you do not want the user to automatically inherit access to catalogs that are assigned to his company, activate the check box User does not inherit catalogs assigned to his company automatically. You can now remove catalogs from the Assigned catalogs list.
Conditions
If the user is entitled (as security group purchaser) to create basic contracts, then here and under Supplier costs and discounts, you can assign to him further conditions that he can use when creating a basic contract. See also the setting option under Control center/Companies/Company/Groups tab , where you can assign another condition to all purchasers in the company.
- Under Assigned conditions, the supplier costs and discounts that were already assigned to the company and the user when the condition was created are displayed under Control center/Supplier /Supplier costs and discounts. When creating a basic contract, General conditions tab, only the conditions assigned to his company or to him personally for the setting can be seen by the purchaser.
- In the Available conditions column, the other existing conditions are displayed.
- To make an assignment, select the conditions and transfer them using the arrow . The assignments can be cancelled again using the arrow .