Configuring a user group

Note:

You can set up new users and groups for use in Switch only, or you can re-use your Active Directory users and user groups. This topic explains how to set up groups for use in Switch only.
The Administrators group is available by default and cannot be removed. Members of this group have full access to the Switch Web Portal and to Remote Designer. Do not forget to add users to this group (see step 6 of this procedure). Note that administrators can unlock jobs of all users on the Switch server.

To configure Switch user groups

In the toolbar at the top of the application, click the Users button.
Under Users & Groups, select the Groups category.
Click the Add user group button at the bottom of the pane. A new user group (New Group <number>) is added to the Groups category.
Enter the group name.
Select the group manager(s) (as required):
1. Click at the bottom of the Group manager field.
2. Select the user(s) that need(s) group manager rights. To select several user groups in one go, hold down the Ctrl key while selecting them.
3. Click OK.
Tip: Alternatively, you can select a member in the Group members field and drag it to the Group manager field.
- Group managers have more rights than the other group members. They can for example unlock the jobs of their group members (in addition to their own jobs) on the Web Portal.
- To remove users from the Group manager list as required, select the user(s) concerned and click .
To select the group members that belong to the group
1. Click at the bottom of the Group members field.
2. Select the user(s) belonging to the group. To select several users in one go, hold down the Ctrl key while selecting them.
3. Click OK.
To remove users from the list (for example, if you made a mistake), select the user(s) concerned and click .
Assign the appropriate permissions for the Switch Web Portal:
- In case of an active SwitchClient license, to allow the users of the group to submit and check jobs through the Switch Web Portal, select the Submit and check jobs checkbox and determine which jobs the group members are allowed to handle:
  - All jobs (the user's jobs and the jobs of other users, not limited to the other group members' jobs)
  - Own jobs (the users of this group can only see their own jobs, the group manager can see all the jobs of the group he belongs to)
  Note that this only applies to jobs in Checkpoints the user has access to.
- To allow the members of this group to view error messages through the Web Portal, select the View messages checkbox.
Determine whether or not the members of this user group are allowed to launch Switch using Remote Designer:
- To grant the users the same permissions as if they were working locally, select Full access.
- To allow the users to only view data, but not to change them, select Read only.
- To not allow the user to launch Switch remotely, select No access.

If the group members have the right to submit and check jobs (step 7), next thing to do is: assign access to particular Submit and Checkpoints.