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Standard User Groups

This article brings together all of the user groups described across the product documentation.

These user groups are generally defined in the workflow processes used by products, so users will need to be in these groups to start the relevant processes.

Assisted Service
SECUREDUsers in this group can start the interaction log
Bookings - Diary Planner/Slot Bookings
SLOTBOOKINGADMINThe admin user group which by default has access to the dashboards. This group is named (and could be changed) in the Core Slot Bookings Settings
SLOTBOOKINGUSER or CITIZENSUsers, including the anonymous user, need to be in these groups to make bookings. This grouped is named (and could be changed) in the Core Slot Bookings Settings
Bookings - Events
BOOKANDPAYADMINThese users create and schedule occurrences
BOOKANDPAYCASHPAYMENTSome users are able to make/take cash/offline payments. The name of this group is set in the cashPaymentGroup property of the configuration end point. See Payments
BOOKANDPAYUSERUsers, including the anonymous user, need to be in this group to make bookings
Bookings - Registrars
SLOTBOOKINGADMIN and SLOTBOOKINGUSERThese groups have the same functions as the core Diary Planner product above
CSA_GENERALHas read only access to the calendars and can search for appointments
SLOTBOOKINGREGISTRARCan create and manage bookings via the calendars and use the forms to handle Requests from Other Offices
Bookings - Room Bookings
CONTRIBUTEUsers in this group can create rooms using the contribute form
ROOMBOOKINGADMINThese users are responsible for approving bookings and can also cancel and amend bookings. When you create a room you can pick the administrator user group (in the contribute form) which maps to one or more site user groups (see Room Managers in Configuration and Users)
ROOMBOOKINGUSERWhen you create a room you can set (in the contribute form) these are the users who can book it. This group is the default
Case Management
The user groups able to work on a case are set in the configuration of each case type. The groups below are root/holding groups. See group configuration and Standard Articles and User Groups for more information
CM-CASESThe general group for case manager users, sub divided into case types
CM-TASKSUsers in this group can have tasks assigned to them. May be sub divided by case or task type
CM-USERSA container for the two main non-manager user groups which includes system users
CM-CONFIGURATORSUsers who can use the configuration forms to create new cases and tasks
CM-STARTERSThe users who can raise cases. Normally this should include group(s) for registered users and the anonymous user. If members of staff are allowed to raise cases, then include them too
Contribute
CONTRIBUTEUsers need to be in this group to create content using the contribute forms
CONTRIBUTEARTICLE_APPROVALCANDIDATEGROUP Not the name of a user group, but a variable set in the contribute form. The user group you set here will be responsible for approving content
CONTRIBUTEARTICLE_CANDIDATEGROUPNot the name of a user group, but a variable set in the contribute form. The user group you set here will be able to claim and work on the update, archive and copy tasks
Data Export Manager
DATAEXPORTERThe data exporter is designed to be used as an iCM Form App. Your iCM user should be aliased to a site user in this group
Multiple Payment Basket
CITIZENS, PUBLICONLY or SECUREDUsers in these groups can use the payment basket
Payment Reconciliation
PAYMENT RECONCILIATIONIf you enable payment reconciliation, any user that needs to make a payment, including the anonymous user, needs to be in this group
Last modified on March 18, 2024

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