Process: Manage member groups

 

Flow

Legend

 

Objective

To allow for adding/removing users from explicit member groups.

 

Description

Member groups are used for access control, personalization, approvals, and for custom purposes. Member groups are created by the bootstrapping process, or part of other flows in the system (for example, registering a new reseller organization automatically creates an approval group). The assignment of users to and from membergroups is a base feature, available from the member subsystem tooling. See membergroups in the online help for more details.

 

Features

Membergroups can be implicit and/or explicit (see online help for more details). In the case of an implicit group, membership is determined based on the conditions specified. In the case of an explicit group, users must be explicitly added/removed from the group. This process describes how to add/remove users from an explicit member group.

 

Edition

Professional, Enterprise

 

Tasks

Task Description Role
Add user to member group

Adds a customer to a given membergroup. See 'explicit membergroups' in the online help for more details.

Seller
Remove user from member group

Removes a customer from a membergroup. See 'explicit membergroups' in the online help for more details.

Seller

 

Business artifacts

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