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Task Manager User Groups

Configuring groups allows defining appropriate operational teams that, using the Task Manager module, can execute business processes. To add a new group or manage existing ones, follow the steps below:

Creating New Groups​

  • To add a group, select the Add Group button.
  • Fill in the Group Name and Group Key fields — these will be used to assign appropriate tasks and actions to the group in your processes. The group key must be unique.
  • After defining the group, confirm your changes by clicking the button.

Editing Groups​

  • To edit group details, click the three dots on the left side of the row with the group and select Edit.
  • Modify the group details and click Update Group.
  • To cancel editing, click Cancel.

Deleting Groups​

WARNING

To delete a group, it must not be linked to any existing process. Replace the group in processes where it occurs with another group before attempting deletion.

  • To delete a group, click the three dots on the left side of the row with the group and select Delete.
  • Then confirm the deletion operation in the Warning dialog by clicking Delete.
  • To cancel the deletion, click Cancel in the dialog.