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Requirements defined by function

Filter

Section

Requirement

Browse

Browse filtered groups as a complete list.

Browse

Browse filtered groups in a collapsible folder hierarchy.

Browse

Adjust the number of entries in search results (10, 25, 50, 100).

My Groups

Filter for all groups in which the user has membership.

Join

Filter for all groups for which the user has permissions to join.

Manager

Filter for all groups for which the user has permissions to update membership lists or assign privileges.

Create

Filter for all folders in which the user has permissions to create groups.

Section

Requirement

 

Search by group name.

 

Search by folder name.

Data Source

Specify a data source in which to search

Manage Groups

Section

Requirement

View

View a summary of group data, including: 

  • Name
  • Path
  • Description
  • ID
  • ID Path
  • Alternate ID Path
  • UUID
  • Types

View

View entities with certain privileges for the given group:

  • Admin
  • Update
  • Read
  • View
  • OptIn
  • OptOut

View

View audit log.

View Advanced

View entity details (advanced or additional properties)

View Advanced

Advanced filtering options for the selected entity:

  • Show groups where this entity is an DIRECT member
  • Show groups where this entity is an INDIRECT member
  • Show all groups where this entity is a member (DIRECT or INDIRECT)
  • Show all GROUPS where this entity has the privilege ADMIN|UPDATE|READ|VIEW|OPTIN|OPTOUT
  • Show all FOLDERS where this entity has the privilege Create group|Create folder
  • Go to advanced search for ANY group privileges

Edit

Delete a group.

Edit

Edit a group's properties, including: 

  • Name
  • ID
  • Alternate ID Path
  • Description
  • Assign privileges to everyone
  • Select group types

Edit

Edit a group's types and attributes.

Edit

Move a group to another folder.

Edit

Copy a group to another folder.

Members

View all members of a group.

Members

Filter members by direct and indirect membership, or show all.

Members

Export members to a tab- or comma-delimited file.

Members

Import members from a tab- or comma-delimited file.

Members

Remove one or more, or all, members of the selected group.

Members

Add members by browsing folders and groups from the latest filtered list (see pain points).

Members

Add members by searching for a member directly.

Members

Create a composite group.

Manage Members

Section

Requirement

Edit

Assign privileges to newly-added members - Member|OptIn|OptOut|View|Read|Update|Admin

Edit

Edit privileges for existing members

Existing Pain Points

Function

Section

Requirement

Manage Groups

Members

When adding members, you have the option to "Browse folders and groups for members." The list of folders/groups is determined by the last filter which was applied (e.g. "My Memberships" or "Manage Groups").

Manage Groups

Edit

Not clear what the difference is between "Privileges assigned to everyone" (on the group edit screen) and the list of permissions on the "Change privileges on members" screen. I got to the latter by going to manage members -> clicking "member by 2 paths" -> clicking "Change privileges" -> clicking "which has privilege :ADMIN :UPDATE"

Filter

Browse

Difficult to understand "where you are" in the site (whether breadcrumb, nav, etc.).

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