Copying a security group

You can copy a group that Ricoh ProcessDirector provides or one that you created and use it as a template for creating another group.

When you plan a security group, be aware that:

  • Some actions require authorization to do other actions or edit certain properties:
    To do this action To this object type A group must be able to do this action to that object type And edit these properties of that object type
    Add Any Edit Properties All required properties
    Copy Any Edit Properties All required properties
    Edit Properties Any View Properties  
    Make jobs match printer Job Edit Properties Scheduling properties
    Print Again Job Edit Properties Input data stream, Workflow, Restart steps, Stop when entering phase
    Process Again Job Edit Properties Job copies, Requested printer
    Schedule Job Edit Properties Scheduling properties
  • If you prohibit a group from adding objects, you might also want to prohibit that group from importing objects.
  • If you prohibit the Enable Autorefresh action for a group and autorefresh is disabled, the Autorefresh Interval property is read-only. If you prohibit the Enable Autorefresh action for a group but autorefresh is enabled, the user can edit the Autorefresh Interval setting.
  • Some actions require authorization to do other actions or edit certain properties:
    To do this action To this object type A group must be able to do this action to that object type And edit these properties of that object type
    Add Any Edit Properties All required properties
    Copy Any Edit Properties All required properties
    Edit Properties Any View Properties  
    Make jobs match printer Job Edit Properties Scheduling properties
    Print Again Job Edit Properties Input data stream, Workflow, Restart steps, Stop when entering phase
    Process Again Job Edit Properties Job copies, Requested printer
    Schedule Job Edit Properties Scheduling properties
  • If you prohibit a group from adding objects, you might also want to prohibit that group from importing objects.

To copy a security group:

  1. Click the Administration tab.
  2. In the left pane, click Security →  Groups.
  3. Right-click the group that you want to copy and select Copy.
    When you copy a group provided by Ricoh ProcessDirector, you can add and delete permissions for the new group. Start with group that has approximately the same permissions that the new group requires, so you do not have to make many changes.
  4. Fill in the Group name and Group description properties.
  5. Edit the actions that the group can do to objects:
    1. In the Group actions by object type list, select an object type.

      To edit actions that can be done to several object types at one time (for example, Import), select Object.
      • The Allowed actions list shows actions that the group can do to objects of that type.
      • The Prohibited actions list shows actions that the group cannot do now, but that you can authorize them to do.
    2. To prohibit an action, select the action in the Allowed actions list and click the left arrow (Left arrow button).
    3. To allow an action, select the action in the Prohibited actions list and click the right arrow (Right arrow button).
  6. Edit the actions that the group can do to objects:
    1. In the Object types list, select an object type.
    2. To prohibit an action, clear the check box for the action.
    3. To allow an action, select the check box for the action.
  7. Edit the object properties that the group can view and edit:
    1. In the Group properties by object type list, select an object type.
      • The Allowed properties list shows properties of objects of that type that the group can view. If the group can edit the property, the property name is in black. If the group can only view the property, the property name is grayed out.
      • The Prohibited properties list shows properties that the group cannot view or edit now, but that you can authorize them to view and, in some cases, edit.
    2. To restrict the group from viewing a property, select the property in the Allowed properties list and click the left arrow (Left arrow button).

      You cannot restrict a group from a viewing a property while any member of the group is logged in.
    3. To let the group view a property, select the property in the Prohibited properties list and click the right arrow (Right arrow button).
    4. To restrict the group from editing a viewable property, select the property in the Allowed properties list and click Mark as read-only (Read-only icon).
    5. To let the group edit a viewable property, select the property in the Allowed properties list and click Mark as editable (Read-write icon).

      Some properties cannot be edited by anyone. If you select one of these properties and click the Read-write icon (Read-write icon), the property name remains grayed out.
  8. Edit the object properties that the group can view and edit:
    1. In the Object types list, select an object type.
    2. To restrict the group from viewing a property, clear the property check box in the View column.
    3. To let the group view a property, select the property check box in the View column.
    4. To restrict the group from editing a viewable property, clear the property check box in the Edit column.
    5. To let the group edit a property, select the property check box in the Edit column.
  9. Click OK.

You can export entries in the Groups table to a Comma-Separated Values (CSV) file. Click the Gear menu button in the top right corner of the page and select Export table to CSV. The exported list only contains entries for groups that match all the filters that are set. For example, you type Operator in the filter field Funnel icon. The list in the CSV file contains only the entries for groups with Operator in the group name, description, or source ID. The entries are sorted by group name.
 
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