Add a User Profile Group

1.   Click Manage Things then User Profile Group from the main menu in the top panel of Stratum, and then click New in the User Profile Group list window that displays.

2.   Specify a name for the group in the User Profile Group Maintenance window.

3.   Decide if you want to assign a role to the group. If not, skip to Step 4.

• If you want all user profiles for this group to have the same role, select a role from the Role drop-down list.

Note: If a role does not exist, you can save the group without one. A security administrator can set up a role and assign the group to it from the Role Maintenance window.

• If you want each user profile for this group to have a unique role, don't select a role for the group. A security administrator can use the Role Maintenance or User Profile Maintenance window to assign each user profile in the group to a role.

4.   If you want to assign this user group a home page that differs from the global home page associated with Stratum.Viewer, use the Override Home Page property to do so.

• Select the Override Home Page checkbox.

• Enter the information for the web site, shared document, directory, or other supplementary information that you want to act as the home page for this user group.

5.  Control which specialty menus show in the main menu of the top panel of Stratum with the following two checkboxes:

• Show The Manage Things Options In Top Panel Menu – Typically enabled for administrators. Select the checkbox to enable different types of administrative functionality for users of this group or deselect to disable the menu. Administrative types of functionality include managing views, user lists, and roles.

• Show The Analyst Tools Options In Top Panel Menu – Typically enabled for users who you want to give access to specialty functionality associated with the Stratum Analyst Hub and Stratum Access Hub (licenses are required for them). Select the checkbox to enable the functionality for users of this group. That functionality includes data import, master data import, and actions. Deselect to disable the menu.

6.   Select the checkboxes of the view groups that you want displayed in the Stratum View Pane* for the user profile group. Optionally use the arrows next to selected view groups to change the order in which they'll appear in the Stratum View Pane.

*Note: The Active property for a selected view group needs to have a Yes status for it to display in the Stratum View Pane (Yes is the default). Groups with an Active property of No will not be displayed in the Stratum View Pane even if the group is selected for the user profile group. The Active property is controlled from the View Group Maintenance window.  

7.   Use the User Profiles section to select the user profiles that will be assigned to this group.

• If no user profiles exist yet or all existing user profiles are assigned to groups already, you can save the group with no user profiles assigned. A security administrator can use the User Profile Maintenance window to set up a new user profile and attach it to the group or to switch an existing user profile to the group.

8.  Save  the user profile group.

See also Relationship between User Profiles, User Profile Groups, and Roles.