10.4.2 Edit Existing Group

Administrators have the capability to edit Group information as needed. System Admins can perform in-line edits directly within the Group list or navigate to the edit section for more extensive changes.

In-Line Editing

1. Performing In-Line Edits: In-line edits can be made by selecting the item’s name directly within the Group list. Click on the name you wish to edit and type in the updated name.
2. Adjusting Access Levels: Choose the desired level of access for the group by checking the corresponding icons.
3. Editing Authorizations: Edit the group’s authorizations from the “Authorized to” drop-down. Options include Publish, Merge, Import, Export, Download, and Print.
   • Users with only Access to EPC Portal checked cannot be granted any of these authorizations.
   • Publish and Merge permissions can be granted or denied to Modelers.
   • Import and Export permissions can be granted or denied to Environment admins.
   • System admins cannot be denied any of these authorizations.

Editing Window

1. Hover over the Group and select the ‘pen’ icon located on the right-hand side of each group to access the full Group editing page.
2. Within the editing window, edit the group’s name in the “Name box” and adjust access levels by checking the corresponding icons.
3. Grant the desired authorization level(s) to the group. Please see below for more information on authorizations.
4. Select the “Save” button to confirm and save the changes made.

5. Select the “Save” button to confirm changes

Authorizations Overview

When managing group permissions within the EPC system, it’s important to understand the scope of authorizations granted to different roles:

• Publish and Merge: Only Modelers (Access to Latest DB) can be granted or denied these authorizations.
• Import and Export: Only Environment Admins can be granted or denied these authorizations.
• Download and Print: System and Environment Admins cannot be denied these authorizations. See below for more information.
• System Administrator: System admins possess unrestricted access and cannot be denied any authorization.
• Access to Published DB: Groups with only this permission checked cannot be granted any additional authorizations.

Download & Print Authorizations – Rules & Limitations

1. Groups must have download authorization to print.
2. To print a document, users need to download the original files.
3. A log is generated for all downloads, and a report is available.
4. If a group is granted Download but NOT Print:
   • Object books, downloaded files, or mass downloads will be converted into non-printable PDFs.
   • This rule applies only to Office files and PDFs, not to other files like images.

For a detailed classification of print and download authorizations, and to understand what groups can do when these authorizations are granted or revoked, please refer to the tables below.

For Office Files & PDFs

Other files (png, jpeg, txt, html, zip, etc.)

Object Book Generation