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Version: 2.4

User Groups

This document describes User Groups in tSM — organizational or functional groupings of users that simplify task assignment, access control, and team management.


Overview

User Groups provide a way to organize users into logical collections based on:

  • Organizational structure (departments, teams, offices)
  • Functional roles (helpdesk, engineering, sales)
  • Project teams (temporary or permanent)

A user can belong to multiple groups simultaneously, enabling flexible organizational models.


Key Benefits

BenefitDescription
Simplified AssignmentAssign tasks to a group instead of individual users
Team VisibilityAll group members see tasks assigned to their group
Dynamic MembershipAdd/remove users without changing task assignments
ReportingGenerate reports by team or department
Workload DistributionBalance work across team members

1. Group Types

1.1 Functional Groups

Based on job function or role within the organization.

Examples:

  • Helpdesk_L1 — First-level support team
  • Helpdesk_L2 — Second-level support team
  • Engineering — Development team
  • Sales_Team — Sales representatives
  • Quality_Assurance — QA team

Use Case: Assign tickets to appropriate support tier based on complexity.


1.2 Organizational Groups

Based on company organizational structure.

Examples:

  • Department_IT — IT Department
  • Department_Sales — Sales Department
  • Office_Prague — Prague office employees
  • Region_EMEA — EMEA region staff

Use Case: Filter data by department or region in reports and access rules.


1.3 Project Groups

Temporary groups for specific projects or initiatives.

Examples:

  • Project_Migration — System migration project team
  • Project_CRM_Rollout — CRM implementation team
  • Initiative_2025_Q1 — Q1 strategic initiatives

Use Case: Collaborate on project-specific tasks with automatic disbanding when project ends.


2. Group Attributes

Core Attributes

FieldTypeRequiredDescription
idUUIDUnique identifier / primary key in UUID format (auto-generated or UUIDv4). Not displayed to end users.
codeStringYesUser group unique identifier.
typeStringYesUser group type unique identifier (FK to umt_user_group_type.code).
nameStringYesDisplay name.
descriptionStringDescription for user group.
parentUserGroupIdUUIDIdentifier of parent user group (FK to self.id) for hierarchical structure.
ldapMemberOfStringIf user group is in LDAP/AD, the location in the directory. This field can be utlizied for other synchronization methods as well

Contact Attributes

FieldTypeDescription
emailStringUser group email address.
phoneNumberStringUser group phone number.

Configuration Attributes

FieldTypeDescription
dataTagsList<String>Additional data tags (aka labels) for categorization.
charsTsmCharsCustom characteristics/attributes map.
associatedUserRoleIdUUIDIf a user has this group, they automatically receive the selected role upon logging in (FK to umt_role.id).
notificationConfigUserGroupNotificationConfigNotification configuration for the group.

System/Audit Fields

FieldTypeRead-onlyDescription
validityFromDateStart of the validity of the value (preferred).
validityToDateEnd of the validity of the value (preferred).
auditInfoAuditInfoYesStandard audit fields (createdBy, createdAt, updatedBy, updatedAt).

Nested Objects

UserGroupNotificationConfig

FieldTypeDescription
notificationsList<NotificationUserGroupNotificationConfigModel>Notification settings per notification type.
othersEnumOther notification settings: disabled, enabled.
notificationConfigOverrideUserGroupRecipientsList<NotificationConfigOverrideRecipientsDeliveryType>Override recipients for delivery types.

NotificationUserGroupNotificationConfigModel

FieldTypeDescription
codeStringNotification template code.
enabledBooleanWhether this notification is enabled.
lockedBooleanWhether this notification setting is locked (cannot be changed by user).
overrideEmailRecipientsForUserGroupEnumDeprecated — moved to notificationConfigOverrideUserGroupRecipients.
overrideSmsRecipientsForUserGroupEnumDeprecated — moved to notificationConfigOverrideUserGroupRecipients.
overrideApplicationRecipientsForUserGroupEnumDeprecated — moved to notificationConfigOverrideUserGroupRecipients.

UserGroupRegion

FieldTypeRequiredRead-onlyDescription
idUUIDUnique identifier (auto-generated or UUIDv4).
regionIdUUIDYesYesRegion ID reference.
userGroupUserGroupPublicYesUser Group (ManyToOne relationship).
dataMapCustom data.
auditInfoAuditInfoYesStandard audit fields.