Managing User-defined Groups

Groups created using the Participant Administration utility are used in Windchill utilities that allow administrators to select participants as part of setting up context teams, access control, indexing, and notification policies or as part of setting up workflow processes or life cycle templates.

Administrators can create and manage the groups used with context teams using the Groups link from the Organizations

context and the Team page from the Products

, Libraries

, Programs

or Projects

contexts.

Groups can be members of other groups, and groups are associated with the context in which they are created. After you have created a group, you can edit the group but you cannot change the context associated with the group.

Creating a new Windchill group involves creating both a group object in the Windchill database and a group entry in a directory service.

To create a new group, you must have write permission to the directory service in which you want the group directory entry to reside.

Managing user-defined groups from the Participant Administration utility includes performing the following activities:

When deleting user-defined groups, you can delete them from just the Windchill database or delete them from both the database and the directory server.

• Synchronizing the teams’ membership with updated user-defined groups. For additional information, see Synchronizing Team Membership for Users and User-defined Groups.

From within an organization, you can also add or update user-defined groups that are defined in the organization context.

The groups that can be managed from the Participant Administration utility do not include system groups. These system groups (also referred to as internal groups) are automatically created and used by Windchill. For example, the system groups created for the context team roles can only be managed from the Teams page; they are not visible through the Participant Administration utility.

For specific instructions on how to perform these activities, access the help from within the Participant Administration utility.

The following sections provide additional information about working with groups and deleting groups.