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Create

Screen access

In the menu, select "User Management", then "Resource Group".

Menu>Resource Group Portlet

Then click on the "Create" tab. The Resource Group Create View will be displayed.
Resource Group - Create View

In this screen, the following information is mandatory:

  1. Resource Group name: Name of the Resource Group being created.
  2. Resource type: the Resource Group being created is limited to only one resource type (CmaxContract or CmaxParticipant).
  3. Organisation Unit: (* only available at Support and Entity Ou level)
  4. List of Resouces: the process to add a ressource to the Resource List is:
    1. Click on the Look-up button.
      Resource Lookup

    2. The Role Look-up is displayed.
    3. Execute a query. (HINT: in order to perform a multi value query use the following syntax (values separated by ";"): "ABCD;EFGH;IJKL" (no space is allowed)
    4. Select one or more resources from the list.
      Resource Lookup

    5. Click on the Select button to add the selection to the Resource Group being created.
Click on the "Submit" button to complete the creation of the Resource Group:
Resource Group - Create View

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The Resource Group is then created :
Resource Group - Detail View

Click on the "Submit" button to complete the creation of the Resource Group.

Required Functional Role

To be able to create Resource Group, the user must be granted with the functional role "Resource Group Admin".