Groups

Overview

The Groups tab allows administrators to organize users into logical units for streamlined access control and task coordination.

A Group represents a collection of users who share responsibilities, roles, or workflow participation within the AI Command Center.

Groups simplify permission management by allowing roles to be assigned at the group level instead of individually per user.

The Groups tab is available to users with the appropriate group management permissions.

How to access:
From the AI Command Center, open Settings (⚙️) in the top-right corner and navigate to Manage → Groups.

---

Groups View

The Groups tab displays all configured groups in a structured table layout.

Column	Description
Group Name	Unique name of the group.
Group Leader	Designated group leader.
Business Calendar	Business calendar associated with the group (if configured).
Created By	User who created the group.
Modified At	Date and time of last modification.
Actions	Available operations such as View, Edit, Delete, or Audit (based on permissions).

---

Group Participants

Participants	Description
Group Leader	Can view all tasks assigned to group members. The Group Leader cannot be removed from the group unless a new leader is assigned.
Group Member	A user who belongs to the group and participates in shared responsibilities.

Groups enhance collaboration, improve workload distribution, and support scalability across automation workflows.

---

Group Actions

From the Groups tab, the following actions are available (based on permissions):

Action	Description
View	Opens group details in read-only mode.
Edit	Modify group configuration, members, or roles.
Delete	Permanently removes the group.
Audit	Displays audit history for the selected group.

---

Creating a Group

To create a new group:

1. Open the Groups tab.
2. Click Add Group.
3. Provide a unique group name.
4. (Optional) Add a description.
5. Assign a Group Leader.
6. (Optional) Associate a Business Calendar.
   The system applies this calendar only to users who do not have an individually assigned calendar.
7. Assign one or more Roles to the group.
8. Add users in the Users tab.
9. Click Add to save.

---

Editing a Group

To modify an existing group:

• Open the Groups tab.
• Select the group.
• Choose Edit.
• Update configuration, users, or roles.
• Click Update to save changes.

---

Deleting a Group

To delete a group:

• Open the Groups tab.
• Select the group.
• Choose Delete.
• Confirm the action.

Deleting a group removes all inherited roles assigned through that group but does not affect roles assigned directly to users.

---

Auditing a Group

To view audit logs:

• Open the Groups tab.
• Select the group.
• Choose Audit.

---

Roles Assigned at Group level

Why Use Group Roles?

Assigning roles individually can be complex at scale.
By assigning roles to a group:

• All group members automatically inherit those roles.
• Role management becomes centralized and scalable.
• Access consistency is maintained across teams.

---

Role Inheritance Behavior

When a user signs in, the system determines effective permissions by combining:

• Roles assigned directly to the user
• Roles inherited from all groups the user belongs to

Example:
If a group has the Administrator role and a user is added to that group, the user automatically receives Administrator permissions.

Viewing Inherited Roles

In the User View/Edit dialog, two role lists are displayed:

• Direct Roles – Assigned directly to the user
• Inherited Roles – Read-only roles granted via group membership

Inherited roles cannot be removed from the User dialog.
To remove an inherited role, you must:

• Remove the user from the group, or
• Remove the role from the group itself

---