Create a Group

Purpose

This guide shows Company Administrators how to create a Group in TMaSS (Tyre Management & Safety System).

TABLE OF CONTENTS

• Purpose
  • What is a Group?
  • Key benefits
  • Prerequisites
• Quick Visual Tour
• Step-by-Step: Create a New Group
• Field Reference
• Best-Practice Tips
• Common Scenarios
• Troubleshooting
• Next Steps

What is a Group?

In TMaSS, a Group is a reusable set of security roles. Instead of assigning many roles to users one-by-one, an administrator can combine multiple roles into a Group and assign that Group to users (or Crews). Groups make it fast and consistent to apply complex permission sets across the organisation.

Key benefits

• Consistency: one defined bundle of permissions that can be used repeatedly

• Speed: assign one Group instead of having to add many roles

• Governance: easier auditing and change control

Prerequisites

• You are signed in with a profile that can manage security (e.g., Company Administrator).

• The roles you intend to include in the Group already exist.

Quick Visual Tour

• Groups list (empty state with “Add” button):
  See Figure 1 – Groups page

• Create Group – Group Details modal with fields and role selector:
  See Figure 2 – Group Details form

Figure 1 – Groups page (Add new Group)

Figure 2 – Group Details form (select roles & save)

Step-by-Step: Create a New Group

1. Navigate to Groups

   • From the top navigation of User Administration, click Groups.

   • You’ll see the Groups table. If you have no Groups yet, it will show “No records found.”

   • Click Add (green button, top-right).
     Reference: Figure 1.

2. Enter Group Details

   • In the Group Details panel:

     • Group Name: Enter a clear, descriptive name (e.g., Branch Managers – Read/Write Fleet).

     • Group Description (Optional): Briefly describe the intent and typical assignees (e.g., “Combined permissions for branch managers: fleet maintenance, inspections, reporting”).
       Reference: Figure 2.

3. Select Roles to Include

   • In the ROLES section, scroll or use Search to find the required roles.

   • Tick the checkbox beside each role you want to include (e.g., Account Coordinator, Administrative Officer, Branch Manager).

   • Tip: Choose the minimal set of roles that together grant exactly what the target users need.

4. Save the Group

   • Click Save (bottom-right).

   • A success message will confirm creation and the Group will appear in the Groups list.

5. Verify

   • Back on the Groups table, confirm your new Group appears with the correct Group Name, Description, and the expected counts for In Roles and In Users (initially users may be 0).

Field Reference

Best-Practice Tips

• Name clearly: Make Groups discoverable (e.g., Warehouse – Ops – Standard).

• Least privilege: Combine roles that deliver exactly what’s required—no more.

• Avoid redundancy: If two Groups are almost identical, consolidate.

• Change control: When updating a Group, document why and notify impacted teams.

• Audit readiness: Use descriptions to record purpose and data-access scope.

Common Scenarios

• New site or function: Create a Group that bundles the roles needed for that site/function, then assign it to new users quickly.

• Role harmonisation: You have several teams performing similar tasks—use one Group to standardise access.

Troubleshooting

• I can’t see the Add button: You may not have admin privileges; contact a Company Administrator.

• I can’t find a role: Confirm the role exists under Roles. If not, create or request it first.

• Users still lack permissions after assignment: Re-check the roles inside the Group; confirm no conflicting restrictions exist in user scopes or other security settings.

Next Steps

• Assign the Group to Users or Crews via the Users or Crews submodules.

• Periodically review Groups to ensure they continue to meet operational and compliance needs.