Group Management
A group is a feature created by users with certain roles within the workspace, designed to facilitate policy management.
Users with owner, admin, and associate roles can create groups within the relevant workspace. All users active in the workspace can be added to groups.
A group creation request requires admin quorum approval.
The created groups can be added to policy rules as “initiator” and/or “approver.” This way, users are relieved from having to establish separate rules for individuals who will play an active role in the transfer.
For easier management of policy rules, it is recommended that all users in groups have the same role.
Groups can be deleted or edited by owners, admins, and associates. Since changes made to groups directly affect transaction policies, every action taken on groups is finalized after owner and admin quorum approval.
Creating a Group
Section titled “Creating a Group”Groups are created on the Admin Settings → Group Management page. Once a group is created, it is not “active” until the required approval process is completed. The group first appears in the Waiting Activations tab, and then appears in the Active Groups tab after the approval process is completed.
After the group is created, any deletion or change request, along with the details of the group’s pending approval request, can be seen in the Active Groups tab.
Until the group change or deletion request is approved, the latest approved version of the group remains active.
Deleting a Group
Section titled “Deleting a Group”If a group in a policy rule is deleted, it will not be possible to create or complete the transfer in accordance with the relevant rule, as the relevant parameter in the policy rule will be empty. To that end, users must update the workspace transaction policy before deleting a group.
It should be noted that any change made to a group in the policy will directly affect the policy itself.