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Click on the video above to see full demonstration.
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Overview
You can apply User Groups to define different rules attached to a user’s profile. A user’s access to services and other options is determined by the Groups assigned to that user. For example, an organization can configure travel services to allow and disallow certain kinds of bookings to control spending. A company may have a travel policy that allows executives to fly business class, but requires non-executive employees to fly only coach/economy class.
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Note: A garbage can with a red X indicates a group is applied to rules.
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From the partner dashboard home page of a cloned site, select the Settings tab.
From the Settings tab, select the Profile Field Settings link.
Select the Configure Profile Fields link to display the Configure Profile Fields page.
Choose a profile field to change. In this example, the MIS Field 7 field name is changed.
In the Display Label column. In this example, the Policy Group display label is entered.
Note: The Field Name is the name used to program profiles and for PNR mapping. The Display Name is label displayed to customers.In the Data Source column, configure the profile settings.
Select Profile Load to allow the field to be captured in an HR feed, profile upload, or web service. Then, select All Users to trigger the field for both new and existing users when an HR feed, profile upload, or web service event is triggered.
Select Agent Editable to allow users with Domain Admin Access to the Deem Partner Dashboard/Console to update the field.
Select Admin Editable to allow users with Super Domain Admin Access to the Deem Partner Dashboard/Console to update the field.
Select the check box in the Display in Settings column to allow admins and agents to have access to the field in the user’s profile through the partner dashboard. Users can view the field, but cannot update the field.
After all settings are complete, select Save at the bottom of the screen to redisplay the dashboard home page.
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From Settings tab in the partner dashboard home page, select Profile Field Settings.
Select Customize Profile Fields to display the Customizable Profile Fields Customize screen.
Select the desired field to display the MIS Field screen. In this example, the MIS Field 7 field is displayed.
Click Select the Field Type arrow to select List.
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In Option Labels and Values,enter the list items for the drop-down menu
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Default=Default - Indicates Everyone Group.
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Manager=Manager - Indicates Manger Group.
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VIP=VIP - Indicates VIP Group.
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Before the equals sign - Customer view
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.
The text before the equal sign = is displayed to the customer.
The text after the equal sign = is written to the GDS to configure groups, upload HR feeds/profile upload files, and for web services.
Note: Due to GDS restrictions, do not use special characters, such as %^^&$#@!, after the equals sign.This field is case sensitive
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. Therefore, be sure to enter the data in this field is exactly how it will
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be entered in the group configuration
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.
Note: Due to GDS restrictions please be sure to refrain from using special characters such as (%^^&$#@!, etc.) after the equals sign.
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It is recommended to enter the list in
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alphanumeric order to make it easier to add and remove data from the field
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.
In this example:
Default=Default indicates Everyone Group.
Manager=Manager indicates Manager Group.
VIP=VIP indicates VIP Group.
In Default, select No value as a default.
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The admin will see
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“Select One” in the profile, if a policy has not been selected or update through other services such as the HR feed.
Select Save.
Create/Edit and Configure
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Groups
To create a new group or edit an existing group:
From the Partner Dashboard, select the Groups tab to display the Groups Overview screen.
From the Overview screen, select you can either:
Select Add a New Group
to create a new group.
Select a group name to edit an existing group. The following example shows an Edit Group screen. However, the fields are the same for both Add and Edit functions.
In Group Name, enter an easily recognizable name for the group. In this example, the VIP group is created.
In Group Note: Do not use special characters, such as %^^&$#@!Optional. In Description, enter a brief definition for the new groupgroup. This description is displayed only to site admins.
In the Group Use section, select the rules that define to apply to this group. Please note that:Note: Typically only
Service Rules
Service Rules
Required. Allows you to apply rules such as policy, policy display, rail services, and car services.
Note: Typically only Service Rules are applied to all groups because the other rule types are inherited.Account Rules
No longer used.Groupware Rules
Inherited. Calendar or ICal integration.
Note: Do not check this box.Display Options Rules
Inherited. Display configuration, date, time, currency and time zone.
Note: Do not check this box unless you need groups to default to a different display configuration. For example, groups with users in different regions, such as the United States US and United KingdomUK.Web Services Rules
Inherited. Profile synchronization.
Note: Do not check this box unless the group synchronizes to a different PCC or company profile.Mobile Rules
Inherited. Allows for access to the Deem mobile accessapp.
Note: Do not check this box unless a group should not some groups in the site will have access to the Deem mobile app, while another group should other groups will not have access.Dynamic Profile Attribute Assignment Rules
No longer used.
After you select a Rules checkbox, the Group Parameters are displayed.
Select the drop-down arrows to complete one or more parameters that will define the group for the selected rule. This example shows parameters assigned to a Manager group. See the following Group Parameters Examples section for details and more examples.
After parameters are completed for the group, select Save to display the updated Groups Overview list with the new or edited group.
Group Parameter Examples
These examples define group parameters for Step 7 of the Create/Edit and Configure Groups. These examples configure Manager, VIP, and Guest groups. Any users who are not part of these three groups are part of the Everyone group.
Note that:
Data fields are case sensitive.
The group parameter data entered must be exactly the same as the data in the corresponding profile field
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.
For the Guest data field, duplicate the name in the user account.
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Manager Group
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Parameter value [first list]: Select Users.
Profile attribute [second list]: Select First Name.
Clarification attribute [third list]: Equals.
Data field: Enter Guest.
Manager Group
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Define the Manager value in the first parameter.
Parameter value [first list]: Select Users.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Equals.
Data field: Enter Manager.
Select Add Parameter to display the second parameter row. The second parameter excludes Guest users from also being in the Manager group
. Select Add Parameter to display another parameter row.
Parameter value [first list]: Select First Name.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Not Equal to.
Data field: Enter Guest.
Select Save.
VIP Group
The VIP group uses the same type of parameters as the Manager
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group.
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Define the VIP value in the first parameter
defines the Manager value.
Parameter value [first list]: Select Users.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Equals.
Data field: Enter VIP.
Select Add Parameter to display another parameter row. The second parameter excludes Guest users from also being in the VIP group
. Select Add Parameter to display another parameter row.
Parameter value [first list]: Select First Name.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Not Equal to.
Data field: Enter Guest.
After all values are completed for a parameter, select Select Save.
Update Groups
To update groups:
Select the group name link in the Name column.
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Groups have been Created.
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Task
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Guest Group
In this example, the parameters for the Guestgroup are defined as all users with the first name of Guest in the profile. Note that only one parameter is used for this group.
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Define the VIP value in the first parameter.
Parameter value [first list]: Select First Name.
Profile attribute [second list]: Select First Name.
Clarification attribute [third list]: Equals.
Data field: Enter Guest.
Select Save.
Enable Service Rules
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Before testing, validate the Service Rules
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that are activated and enabled for each group. A garbage can with a red X indicates a group is active.
You will need to activate each group that is not currently active.
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Groups followed by a garbage can with the red X are active.
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For details and instructions, see Service Rules.
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Test
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Groups
Test the new or edited groups to ensure that profiles are being passed to the appropriate group. There are two
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methods to test groups. Both
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methods require
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profiles built in the site
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as either test accounts or client accounts:
Test to confirm enabled groups.
First test to confirm group is working:
Access user account.
On the User tab, select Edit User.
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Test to confirm associated users.
Confirm Enabled Groups
To confirm a group is enabled:
Select the Users tab.
Select Edit User to display the Users screen.
Select Support Information.
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Scroll to the bottom of the
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Support Information screen to Enabled Services (Group Name).
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Second test to confirm group is working:
Confirm that the desired group is enabled.
Confirm Associated Users
To confirm users are associated to a group:
Select the Groups tab.
From the Groups Overview list, select one of the groups you
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configured to display the Edit Group screen.
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Select View Active Users.
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You will see user accounts associated to that individual group.
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Yay! Group configuration is successful!
Confirm that the appropriate user accounts are listed for the the selected group.