Back Forward About Access Group data instances

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An access group is associated with a user through the Operator ID data instance. The access group determines:

NoteIf you are creating an access group for users of a composite portal who may enter work items, follow the restrictions mentioned for the Settings tab and Layout tab.

Where referenced

During signon, the system uses the access group identified in a user's Operator ID data instance to assemble that user's RuleSet list. If the Access Group field (on the General tab of the Operator ID form) is blank, the system instead uses the access group identified in the Org Division associated with the Operator ID. If that also is blank, the access group in the Organization data instance is used, or finally it uses the Access Group identified in the Browser requestor type.

Access groups also determine the RuleSets and Versions available to external systems when they request services from a PRPC application. These data instances and rules reference an access group:

Agents rules and the related Agent Schedule data instances also reference an access group. (However, certain types of agents have a dynamic access group that may change for each item the agent processes from its queue.)


To review or update access group data instances, select> Org & Security > Security > Access Groups.


The Data-Admin-Operator-AccessGroup class contains access group data instances. They are part of the Security category.

Associated RuleSet

When you save an access group data instance, if the Associated RuleSet is [none], the system completes this field with a RuleSet from the current application. This association assists with application packaging. You can update the associated RuleSet using the field in the upper right corner of the form. See Identifying parts of rule and data forms.

If there is no RuleSet associated with the data instance (for example, for existing instances not previously associated with a RuleSet), the Associated RuleSet displays [none].

Initial data instancesAtlas — Initial Access Groups

Security category
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