This document provides information about the User group report screen, which displays information about user groups.
Path to access
- On Segura™, in the navigation bar, hover over the Products menu and select Settings.
- In the side menu, select User management > User group.
Search fields
| Item | Type | Description |
|---|---|---|
| New User group | Button | Directs to the User group screen. |
| Actions | Dropdown menu | Displays the options Print Report, Export CSV, and Schedule Report. |
Search fields
| Item | Type | Description |
|---|---|---|
| ID | Text field | Filters by the user group identification code within Segura™. |
| Name | Text field | Filters by the user group name. |
| Registration Date | Date picker | Filters by the period of in which the user group was created. |
| Enabled | Dropdown menu | Filters by the user group activation state. |
Report fields
- ID.
- Name.
- Registration date.
- Enabled.
- Synchronization group: the Active Directory sync group name related to the user group.
- Actions:
- Update user group: opens the User Group screen in edit mode.
By default, the report displays 30 records per screen. To go to the next screen, click on the forward buttons at the end of the report.
This report does not show reviewers. To see which users get a reviewer from each group, use the Users by reviewer report in Settings > Access control > Users review and certification > Users by reviewer.
User Group screen
This section provides information about the User Group screen.
Settings tab
| Item | Type | Required | Description |
|---|---|---|---|
| Name | Text field | Yes | User group name. |
| Status | Radio buttons | Yes | Indicates the activation status in the user’s update. |
| Description | Text field | No | User group description. |
Users tab
In this tab, the Reviewer field comes first, before the Users table and the Add button.
| Item | Type | Required | Description |
|---|---|---|---|
| Reviewer | Dropdown menu with search | No | Selects the group reviewer in review and certification campaigns. Every member of the group gets this reviewer, in addition to their direct reviewer and the reviewers of their other groups, as the helper text under the field states. Users who join the group later get the reviewer automatically. The list shows active users, searchable by name and username, including the group's members and the administrator who is editing the group. Accepts one user. A member who is the group reviewer does not review themselves. For details, see Reviewers and global approvers. To remove the reviewer, click the clear icon: the members lose this reviewer and keep their other reviewers. If the reviewer is deactivated later, the field shows their name with the inactive user mark. |
| Add | Button | No | Opens the Users modal. |
| Users | Table | No | Lists the users added to the group and their information: ID, Name, Username, E-mail, Creation type, Added by, and Added on. |
| Checkbox | Checkbox | No | Selects all records displayed on the table and enables the Remove selected button. |
Only users who can edit user groups can set, change, or clear the group reviewer. Segura™ records each of these changes in the audit trail, with the author, the date, the previous and new reviewer, and the number of affected users. A disabled group no longer gives its reviewer to its members.
If the group reviewer is deactivated, the group gets the deactivated reviewer's own direct reviewer. If there is none, members with no other reviewer go to the global approver.
Users modal
| Item | Type | Description |
|---|---|---|
| Search | Search field | Searches for the user based on the characters typed. |
| Checkbox | Checkbox | Selects all records displayed on the table. |
| ID | Text field | Filters by the user identification code in Segura™. |
| Name | Text field | User's personal name in Segura™ |
| USERNAME | Text field | User's username in Segura™ |
| Text field | User's e-mail address in Segura™ | |
| CREATION TYPE | Text field | Type of user creation in Segura™ |
Access Group tab
| Item | Type | Description |
|---|---|---|
| Add | Button | Opens the Groups modal. |
| Groups | Table | Lists the user groups added and their information: ID, Name, Type, Added by, Profile, and Approval. |
| Checkbox | Checkbox | Selects all records displayed on the table and enables the Remove selected button. |
Groups modal
| Item | Type | Description |
|---|---|---|
| Search | Search field | Searches groups according to the characters typed. |
| Checkbox | Checkbox | Selects all records displayed on the table. |
| ID | Text field | Identification code of the user group in Segura™. |
| NAME | Text field | Name of the user group in Segura™. |
| TYPE | Text field | Segura™ module to which the user group is linked. |
Review tab
This tab displays a summary of the new user group’s registration settings with the Back and Save buttons.
This step confirms the user group's registration. It is not related to review and certification campaigns.