Groups are used in the CollectionSpace CSV Importer to bring together users from the same organizations. Members of the same group will be able to see and act on one another’s batches.
...
Login as a user assigned the Admin role
Click on the Group top menu item
Click on Create a group +
Add a Name for the group
Add an Email domain for the group (the part after the @ in an email address)
Add a Support email for the group - users who are disabled will be given this email address to request access to the group/tool
Optional: Add a Profile & version; start typing to access the list of options. If you choose to add a profile and version to the Group, Group members will be limited to that profile and version when creating Connections.
Standard profiles include: core, anthro, etc.
To find out the Profile & Version of a CollectionSpace instance, check the lower right corner of the login page.
If you are not using a standard CollectionSpace profile, and you are a LYRASIS hosting client or member, reach out via Zendesk for custom mapper creation.
If you are not using a standard Collectionspace profile and you are not a LYRASIS hosting client or member, in addition to installing the Import tool itself, you will also need to download and set up the Untangler https://github.com/collectionspace/cspace-config-untangler and consult the pages in the Untangler’s github docs folder about how to generate mappers, the mapper manifest, and templates.
Check the box to indicate whether or not the group should be Enabled
If the group is not enabled, new users who sign up with the listed email domain will not be given access to the tool
Click Submit
Edit Group Details - Admin Role
Login as a user assigned the Admin role
Click on the Group top menu item
Click on the name of the Group
Make any changes and hit Submit
...
Login as a User assigned the Admin role
Click on the Users top menu item - you will see all Users in the system
Click on the Red delete button on the far right of the User’s account listing
Click OK to confirm
Critical tip: Deleting a User will delete all Batches the User has worked on - both in progress and complete. We recommend deselecting the Enabled button to remove a User’s access vs. deleting the User.
...
Login as a User assigned the Admin role
Click on the Groups top menu item - you will see all Groups in the system
Click on the Red delete button on the far right of the Group list
Click OK to confirm
Critical tip: Deleting a Group will also delete the User accounts of all Users who are Members of that Group, if that Group is their Active only Group. We If you do not want to lose associated user account, we recommend deselecting the Enabled button to remove a Group vs. deleting the Group.
For Example: Eleanor is only a Member of Group A. Daphne is a Member of Group A and Group B, Group A is her Active Group. Rich is a Member of Group A and Group B, Group B is his active Group.
Admin Deletes Group A.Both Eleanor
and Daphne’s User Accounts are also deletedEleanor’s user account is deleted, Daphne’s only related Group is now Group B.
Users Belonging to Two or More Groups
...