Group Administration

Prerequisites to Manage User Groups

List of necessary requisites for managing user groups in BotReady:

• Technical user group, authorized to manage and administrate Robots.

What are BotReady’s groups?

Groups identify a series of permits and viewing options within the application. They are divided into:

• Groups of Robots: They identify a Robot grouper on which access may be enabled; the user that has this group may view all the Robots included therein.
• Group of permits: They identify access and execution roles. BotReady has the following groups:
• Technical: authorized to manage and administrate Robots.
• Supervisor: authorized to view and track Robots.
• Manager: authorized to consult the Robot adoption rate.

Security – Group Management

Access

In order to access the user Group Management section, you must select the corresponding option on the application menu; on the upper left margin, access the drop-down menu, go to Security, and select the Group Management option.

Security Groups Query

In the Group Management section, you may register a new group, and filter, edit and delete existing groups.

Search Filters

• Code: Search filter by group code.
• Description: Search filter by group description.
• Name: Search filter by group name.

Available Actions

• Search Button: It executes the group search based on the applied filters.
• Add Button: It provides access to the New Group screen. (See subsection Registering a Group).

• It provides access to the Edit Group screen. (See subsection Editing a Group)
• It disables the BotReady group. (See subsection Deleting a Group)
• It removes the filters loaded in the screen.

Registering a Group

To register a group, you must fill out the fields required by the application: Group Name and Description.

Available Fields

• Name: It allows registering the name of the group that will be displayed on the Administration screen, if it corresponds to a robot group. It also identifies de group of user permits.
• Description: It describes the group of robots.

Available Actions

Save New Group

Once you fill out the data of the new group, you may save the changes by clicking on the Save button. After this action, the system displays a confirmation message:

If you click on the Yes button, the system proceeds to register the group by displaying it in the grid on the Group Administration screen. If you click on the No button, the system goes back to the New Group screen.

Cancelling the Registration

This action can be performed in two ways. By clicking on the button or on the button After this action, the system displays a confirmation message:

If you click on the No button, the system goes back to the New Group screen. If you click on the Yes button, the system goes back to the Group Administration screen.

Editing a Group

To edit a group, you must click on the Edit button on the grid of the Group Administration screen. After this action, the system displays the Edit Group screen.

Available Fields

• Description: It allows modifying the description of the group of robots.

Available Actions

Save Changes

Once you modify the available field, you may save the changes by clicking on the Save button. After this action, the system displays a confirmation message:

If you click on the Yes button, the system proceeds to update the group by displaying it in the grid on the Group Administration screen. If you click on the No button, the system goes back to the Edit Group screen.

Cancelling the Editing

This action can be performed in two ways. By clicking on the button or on the button After this action, the system displays a confirmation message:

If you click on the No button, the system goes back to the Edit Group screen. If you click on the Yes button, the system goes back to the Group Administration screen.

Deleting a Group

To delete a group, you must click on the Delete button on the grid of the Group Administration screen. After this action, the system displays the following message:

If the user clicks on the No button, the operation gets cancelled, and the group continues to appear on the grid. If the user clicks on the Yes button, the group gets deleted from the grid.