Konect User Groups

User groups in Konect provide an additional way to manage the allocation of projects to users. The feature helps solve the burden of needing to allocate large groups of projects to users, or large groups of users to projects.

This feature is suited to organisations with large numbers of users and projects. It needs to be switched on for your organisation, so please contact your reseller if you are interested.

A very simple example

An organisation with 5 users that perform road maintenance require the same 10 projects. A road maintenance user group could be created containing the 5 users and 10 projects. All 5 users would see all 10 projects without the need to individually allocate each project to each user.

Adding new users or projects to the user group over time as road maintenance work expands, saves the administrative overhead of having to individually allocate projects to users.

Environments

For organisations with multiple environments user groups can include projects from more than one environment. A user included in a user group is automatically allowed to use any environments in that user group. This means user groups can be used as an additional way to allocate environments to users.

Permissions

User groups in Konect do not include permissions in the tradition sense. Permissions for Konect datasets or queries are still determined via the form or form variant for a given project.

Beware

You can use both individual allocation of projects and user groups within Konect. This means a user can be allocated a project individually or from one or more user groups. If you need to revoke a project from a user you will need to check both the individual project list, and the user groups list.

You can use both individual allocation of environments and user groups within Konect. This means a user can be allocated an environment individually or from one or more user groups. If you need to revoke an environment from a user you will need to check both the user environment list, and the user groups list.

Konect Portal

User groups are mostly managed from within the Konect portal as it requires the account manager role to access users and environments. After the user groups feature has been switched on for your organisation your Konect portal will include an additional user groups tab. If you do not see a user groups tab and expect to, please contact your reseller.

Open

The user groups tab is like the other Konect portal controls, listing each user group in the system with a filter control. User groups may not automatically update on web page refreshes, so use the refresh button on the right hand side to force a refresh.

 A user group contains the following configuration

• Name and description

• A list of users

• A list of environments

• A list of projects for each environment

Creating a new user group

To create a new user group press the large orange floating action button in the bottom right. A new user group form will open. Fill in the user group detail and press the save button.

Open

Edit or delete an existing user group

To edit or delete an existing user group click on the user group row from the list of user groups.

The existing user group form will open. Update the user group and press save to edit the user group. Press the delete button to delete the user group.

Users section

The users section within the user group form displays a list of all users in the organisation. Users that have been allocated to the user group will be checked and are always found at the top of the list, allowing for a quick view of users.

The users filter control will search the users name, description, email and phone number. When a filter is active only the users that match will be displayed. The filter results don’t affect the final saved user group, so remove the filter to verify the exact users in the user group.

The combination of a filter with the ‘all’ and ‘none’ buttons is a powerful way to add and remove large numbers of users to or from a user group quickly.

Environments Section

The environments section within the user group form displays a list of environments that been allocated to the user group. Pressing the choose… button will open a list of all environments in the organisation. Environments that have been allocated to the user group will be checked and are always found at the top of the list, allowing for a quick view of environments.

To remove an environment from an existing user group all projects for that environment must first be removed.

Projects section

The projects section within the user group form displays a list of all projects for a chosen environment. Projects that have been allocated to the user group will be checked and are always found at the top of the list, allowing for a quick view of projects. Use the environment pulldown to change which set of projects to display in the projects section. The environment pulldown will only contain environments that have been allocated to the user group.

The projects filter control will search the projects name and description. When a filter is active only the projects that match will be displayed. The filter results don’t affect the final saved user group, so remove the filter to verify the exact projects in the user group.

The combination of a filter with the ‘all’ and ‘none’ buttons is a powerful way to add and remove large numbers of projects to or from a user group quickly.

Special filters

The projects filter control has some special filters that allow you to find projects that have been created or modified recently or by a specific user. These special filters have been included to help maintain ongoing project work where new projects are created and included in user groups regularly.

To use the special filters the filter text must start with the reserved text and contain the specified argument.

Konect Manager

Projects can also be allocated and revoked from user groups within Konect manager for the logged in environment. Only the full Konect manager role can modify the projects in a user group as it is contained in the catalogue section. After the user groups feature has been switched on for your organisation your Konect manager will include an additional user groups option in the catalogue. If you do not see a user groups option and expect to, please contact your reseller.

The user group editor in Konect manager only displays the projects from the current environment and the users contain in the selected user group.

The user group editor uses the same project picker control used when modifying projects for a specific user. Only projects can be allocated or revoked from a user group in Konect manager.

Operations tab

When using the operations tab in Konect manager the list of user groups that contain the selected project are also displayed along side the users that have been allocated the project. This is a read only convenience.