Order and User Groups
- Ben Horine
Welcome
As a Cloudamize user you can see all of your orders in a single page. You may want to further reduce the amount of information you see and group orders by different criteria. This will help you to manage your orders better by only seeing what you need.
Purpose
This document has been produced to provide guidelines and reference materials for the setup, viewing and maintenance of Order Groups and User Groups. Within we will provide the following:
Introduction to Groups
Setup and viewing of Order Groups and User Groups.
A Group can have name and description.
A Group can have one or more users.
A Group can have multiple Orders linked to it. These orders will be accessible to all the associated group users.
Terms
Order Group
A collection of Orders from multiple partners.
Many users can be linked to an Order Group.
User Group
One or more users associated with a Group.
Users can access all the orders associated with the Groups they are linked to.
Group user actions like new order creation and deletion can be controlled by the admin user.
Assumptions
An Order can be associated with multiple groups
A User can be associated with multiple groups
Overview Dashboard
Order Groups Tab
On this page you can Manage your groups.
Create new groups.
Assign or Unassign orders to available Partners
Delete groups
Create new Groups
Select Add New Group button
Enter Name and optional Description
Assign/Unassign orders
Within Manage Groups pane, select the Group you want to manage
Choose the Partner you want to assign or unassign
Select available orders
Click the arrows to move the selections from one side to the other
Delete Groups
Select the Group you want to delete from the drop-down menu
Click on the ‘X’ to delete the group
Orders Tab
New on this page is the ability to filter Orders by partner using the Select Partner to View Order drop-down
There is a new column Order Group where you can link the order to an existing group
User Management Tab
New column Order Group on this page where you can assign the user to an existing group.