Operator groups – General information

The list of operator groups is available in the menu Configuration → Company Structure → Operator Groups.

There, the user can also add or edit groups and assign new operators to them. Also, all permissions to objects in the company structure are defined from the level of operator groups.

Note
Each modification of permissions for an operator group requires logging out and then logging in to the system again.

To be able to manage Operator groups the user must belong to the group B2_admin, otherwise buttons [Operator Groups] and [Operators] are grayed-out.

The window of operator groups is composed of tabs Groups and Operators.

Tab Groups

Tab Groups is divided into two sections. On the right side, in the section Groups, the tree of operator groups defined in the system is presented. By default, there are two groups available in the system: B2_admin and B2_default. The user can add new groups. Section Operators contains the list of all operators added to a given groups. On the list, there are columns Name, First Name and Last Name, which presents information about employee, provided that an employee is associated with an operator account.

List of operator groups
  • The group B2_admin is created by the system when generating a database. It cannot be deleted from the system, but it is possible to attach or detach operators’ accounts from it. Operators assigned to the group by default – admin, CDNwww, SearchAdmin and the operator creating the database have rights do manage all the permissions, to apply changes in the centers of the company structure and to assign operators to the groups.
  • Group B2_default includes all the operators defined in the system. Each new operator is assigned automatically to that group; therefore, it is important that the group has the least permissions to objects in the system.

Upon marking a given operator group in the section Groups, in the lower part, on the right side, additional section Unassigned Operators appears.  An operator can be assigned to the selected group upon indicating an operator and then selecting the button [Attach To Group] which is available directly above the list or in the button group Assignments. To

To remove an operator from a group, it is necessary to indicate the operator attached to a group in the Assigned Operators group and select the button [Detach From Group].

For the tab Groups, standard buttons allowing for adding/editing/deleting object from the list and for refreshing the list, are available. Button [Copy] creates analogical group with the name of the copied group and a subsequent number in brackets, for example, if an operator copies group called Sales Representatives, group Sales Representatives (1) is created.

Tab Operators

Tab Operators is divided into three sections:

  • Operators – list of all operators available in the system
  • Groups presents a group/groups to which an indicated operator is assigned
  • Other groups – list of other groups defined in the system

In the tab Operators, it is possible to <<add new operators>> to the system and to assign them to existing groups.

Additionally, in the ribbon menu, there are buttons for exporting and importing interface settings for indicated operator group:

  • [Export] – this button is active upon selecting one operator group and it enables saving interface setting to file for the selected group. The file takes on default name in form la with possibility to change it
  • [Import] – this button is active upon selecting one or several operator groups and it enables importing interface settings from file for the selected group(s). The import is carried out upon confirming the following message: “Interface settings for all selected operator groups will be overwritten with settings from the file. Do you want to import?”. If a file in improper format is selected, relevant message is displayed: “Invalid file format or the file is damaged. Cannot import the settings.”
Hint
It is possible to import any file in appropriate format, both one created in result of export of settings for operator groups as well as for an operator.

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