Configuring User Groups in DriverHub

How to create user groups and assign rights and permissions that manages DriverHub functionality.

When you are setting up DriverHub, an important step in managing your team members' usage is the creation of groups and assigning rights to those groups.

Table of Contents

What is a User Group?
The Groups Management Page
Creating a User Group
Ways to Add Members To Groups
Configuring Rights For A Group
Add Custom Fields To A group

What is a User Group?

User Groups serve two main purposes in DriverHub.

1. They determine the rights assigned to users.

2. They determine oversights and responsibilities. Oversight determines who the user can see. Responsibility determines whose compliance the user monitors. The user must have oversight of those same people to be responsible for them.

Groups are flexible and not tied to locations or company structure. You can create groups for any purpose.

The Groups Management Page

1. Go to the Config menu.

2. Click Permissions.

3. Click Groups.

4. You will see a list of all existing groups, their descriptions, group types, and any custom fields added to the group.

Types

There are five types of user groups, four of which can be chosen in the Create/Edit Group dialog box.

• System: Denotes default groups that are built in to the software, e.g. "Everyone", "Recruiters" and "Candidates". This type of user group cannot be created.
• Rights: A classification used when the group's purpose is to set rights for certain users.
• Recruiting Group: This type lets you connect recruiters within a small team, and then assign applications to that team. Each time an application comes in, it is assigned to the next person in the list, round-robin style.
• Organization: Similar to the Rights type, the Organization type can be used to separate users based on your company's structure or classifications.
• Other: A classification for any other type of group you may like to create.

Creating A User Group

1. Click Add New Group.

2. Enter a group name and description.

3. Select the group type.

4. Select the Visible Record Types that members of the group should be able to open.

5. Add group members by typing their names into the Members field.

6. Click Save.

Ways to Add Members To Groups

There are other ways to add members to groups in addition to within the Create/Edit Group dialog box.

From The User Profile

1. Open the user profile.

2. Click the Edit icon in Main Information.

3. Scroll to the Groups field.

4. Select the groups you want to assign.

5. Click Save.

Team Members Browser Mass Action

1. Filter the list of team members.

2. Create a Task List using the checkbox icon.

3. Click the Add or Remove Groups option in the "More" menu (two avatars with a plus).

4. Choose the group.

5. Click Add Groups to complete the mass action.

Configuring Rights for a Group

1. Open the group and click Configure Rights For This Group.

2. The dialog shows two columns: Available Rights and Configured Rights.

3. Select rights in Available Rights and move them to Configured Rights using the arrow button.

4. To remove rights, move them in the opposite direction.

5. You can move all rights at once using the double arrows.

6. Click Save.

Add Custom Fields to a Group

Custom Fields let you collect additional data about group members.

1. Open the group.

2. Click in the Custom Fields input box.

3. Select an existing field or click Create New to build one.

   

1. Save the group.

   Custom Fields appear in group members’ profiles and can be edited through the same profile edit screen.