Groups

Overview

A Group is a collection of automation users with shared responsibilities, roles, or tasks within a specific process or workflow. It serves as a vital organizational tool that streamlines the management of complex processes by efficiently assigning and coordinating tasks among group members.

Participants	Description
Group Leader	As the group leader, you can view all the tasks assigned to the members. You cannot remove this member from the group.
Group Member	A user who belongs to a group. A group member collaborates with other members to achieve a common goal.

Groups enhance workflow efficiency and promote collaboration and accountability within teams. Moreover, the Group entity facilitates scalability, making it easier for organizations to adapt to changing workloads and evolving business needs.

Managing Groups

You can manage groups from the Groups page. You can reach this page by selecting the Administration > Groups option from the side panel. The Groups page displays all existing groups. You can manage all your automation Groups from here.

Adding a Group

• Login to the AI Command Center
• Navigate to Administration > Groups from the side panel
• Click the Add Group toolbar button to create a New Group. This will bring a Group dialog.
• You can provide a unique name for your group and describe that group.
• You can also assign a leader for that group, who can be a manager or head of the organizational unit for that group.
• You can optionally associate a Business Calendar with a group. The system applies this calendar only to users in the group who do not have an individually assigned Business Calendar.
• Assign one or more Roles to the group. Users added to the group automatically receive these roles, along with any roles assigned directly to the User.
• In the Users tab, you can search for users you want to add to the group and add them.
• Click on Add to save the Group

Editing a Group

• Login to the AI Command Center
• Navigate to Administration > Groups from the side panel
• Select the Group to be edited from the data panel
• Right-click and select the Edit option
• Make the changes (including adding/removing Roles for the group) and click on the Update button

Deleting a Group

• Login to the AI Command Center
• Navigate to Administration > Groups from the side panel
• Select the Group to be deleted from the data panel
• Right-click and select the Delete option
• On confirmation, will delete the selected group

Auditing a Group

• Login to the AI Command Center
• Navigate to Administration > Groups from the side panel
• Select the Group to be audited from the data panel
• Right-click and select the Audit option, which will bring up the audit logs page for the corresponding group

Roles assigned at Group level

Why group roles

• Assigning roles individually to users can be time-consuming and challenging to manage at scale. Group roles allow administrators to grant permissions to multiple users at once by assigning one or more roles to a group. All users in the group automatically inherit the assigned roles.

Inheritance behavior

When a user signs in, the system determines the user’s effective permissions by combining:   - Roles assigned directly to the user, and   - Roles inherited from all groups the user belongs to

• Example: If an Admin Group has the Administrator role and UserA is a member of Admin Group, UserA automatically receives Administrator permissions.

Viewing inherited roles on User

In the User View/Edit dialog, the system displays two separate role lists:   - Roles assigned directly to the User   - Inherited Roles (read‑only) coming from the User's groups You cannot remove inherited roles from the User dialog. To remove an inherited role, you must:   - Remove the User from the group that grants the role, or   - Remove that role from the group itself