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.