Workflow Users and Groups

Personnel are the users required for your facility and processes, including security set up.

Personnel consists of classes, groups, key sets, and people. The following table provides a brief description of each of these. For more information on each, refer to the specific overview topic.

Folder	Description
Classes	Groups of common properties between users.
Groups	Collections of similar users that are configured to have the same access rights.
Key Sets	Groups of permissions that define the operations a user or group of users can perform.
People	The users that are configured to have access to your facility and processes.

Users are assigned to different aspects of your facility, such as production and workflow resources, and are also used extensively in security. Key sets and groups are used exclusively for security.

If you have a specific set of users that require the same properties, such as shift schedules, then creating a personnel class that includes this information makes configuring those users easier. You can then apply the class to all of the applicable users. The properties configured for the class are inherited by those users.

Before configuring your personnel model, it is best to create a design plan that describes all aspects of your facility and the areas that require users, including a security plan.

An important aspect of the personnel model is the ability to assign security and personnel configuration permissions to specific users. By limiting these permissions to a subset of users, you can feel more assured that your personnel and production security configurations are accessible only by those with the rights to use them.

You can create as many or as few personnel resources as required for your facility operation. Workflow provides default groups and key sets that you can use for your personnel model, or you can create your own.

Important: The Administrators group must have at least one user as a member at all times. If you have only one administrator and that user changes, you can edit the user's name and description, as well as the security credentials.

Note: When you install Workflow, you are prompted to create an Administrator user. This allows you to log in as the administrator and begin creating Workflow users and groups. Workflow provides default groups and key sets that you can examine to learn how to create your own users and groups.