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Users, Groups, and Categories
Overview

Admin guides
  • Overview
  • Getting Started
    • Overview
    • The Path to a Successful Process Implementation
    • Preparing for Process Automation
    • Getting End-Users to Use Your Workflow System
    • New Trial User Step-by-Step
  • Actions menu
    • Overview
    • Manage requests
    • Monitor requests
    • Bulk reassignment
  • Processes
    • Introduction
    • Process Library Overview
    • Create a New Process
    • Process importing
    • Process Menu: Process Builder
    • Process Menu: Task Tab
    • Process Menu: Request Detail Config
    • Process Menu: KPIs
    • Process Menu: Process Detail
      • Process Detail: Allowing Ad-hoc Related Requests
      • Process Detail: Deleting a Process
      • Process Detail: Form Questions
      • Process Detail: Links/API Options
      • Process Detail: Publish Status
      • Process Detail: Set Roles & Permissions
      • Process Detail: Copying/Exporting/Version
      • Process Menu: Process Detail
      • Process Menu: Run Request
      • Process Menu: Discussion Tab
      • Process Menu: Flow View
      • Task Overview
      • Creating a Task
      • Task Menu Options
      • Task Menu: Edit Detail
      • Task Menu: Configure Rules
      • Task Menu: Display Settings
      • Task Menu: Notification Settings
      • Task Menu: Reminders and Timeouts
      • Task Menu: Advanced Settings
      • Task Menu: Dynamic Names
      • Task Menu: Recipients
      • Task Menu: Assignment Settings
      • Task Menu: Recipient Rules
    • Standard Tasks
      • Passing Data From A Child Request Back To The Parent
      • Document Generation
      • List of task types
      • Standard Task: Approval Task
      • Approval Task: Approval by Email
      • Approval Task: Approval with Comments
      • Approval Task: Displaying Forms in an Approval
      • Approval Task: Previous Approvers
      • Standard Task: Counter Task
      • Standard Task: Data Container
      • Standard Task: Document Signing task
      • Standard Task: Dynamic Assigner
      • Standard Task: Dynamic Notification
      • Standard Task: Excel Batch
      • Standard Task: Excel Import
      • Standard Task: File Copy
      • Standard Task: Form Task
      • Standard Tasks: Form Prefills
      • Standard Task: Form Assigner
      • Standard Task: FTP Push Task
      • Standard Task: General Notification
      • Standard Task: Launch Request
      • Standard Task: Milestone
      • Standard Task: Open URL
      • Standard Task: PDF Generator
      • Standard Task: PDF Merge
      • Standard Task: Task Assigner
      • Standard Task: Task Scheduler
      • Standard Task: User Profile
    • Integration Tasks
      • Upload File to Sharepoint
      • Integration Task: AI Data Extraction
      • Integration Task: Command Line
      • Integration Task: Database Pull
      • Integration Task: Database Push
      • Integration Task: Rest Client
      • Integration Task: Web Service
      • Integration Task: Lambda
  • Forms
    • Overview
    • Create a new form
    • Create form questions
    • CSS styling
    • Edit form questions
    • Populate forms using AI
    • Contact search question
    • Form preview and editor
    • Form rules (show / hide)
    • Calculations in forms
    • Import and export forms
    • Form templates
    • Using grid questions
    • Importing and exporting grid data
    • Set up a Request Record
    • CSS styles in forms
    • Developer form
    • RESTful Data Elements
    • Calendar field
    • Adding attachments to forms
  • Reports and KPIs
    • Overview
    • Planning Reports
    • Creating Reports
    • Report Filters
    • Report Limits
    • Report Chart Options
    • Report Columns
    • Manage Task Reports
    • The Manage Task Report Column
    • KPI Overview
    • Defining Process KPIs
    • Displaying KPIs for an Individual Request
    • Adding Process KPIs to a Dashboard
  • Users, Groups, and Categories
    • Overview
    • Active and Inactive Users
    • Add users
    • Categories
    • Public-facing forms and guest users
    • Delegations
    • Groups
    • Replace Users
    • User Self-Registration
    • View/Edit/Search Users
  • System Utilities
    • Overview
    • Business Hours
    • Credential Center
    • Dashboards
      • Overview
      • Accessing dashboards
      • Roles and permissions
      • Creating dashboards
      • Dashboard layout
      • HTML Panel widget
      • Report widget
      • DashForm widget
      • My Tasks widget
      • My Requests widget
      • Monitor Requests widget
      • Manage Requests widget
      • KPI’s widget
      • Today’s Messages widget
    • Database Sources
    • Email monitors
    • Holidays
    • Notification Center
    • Password Settings
    • Report scheduler
    • Single Sign-On (SSO)
    • System Messages
    • Translations
    • System Settings
      • System settings
      • Multi-Factor Authentication (MFA)
      • Custom Theme
  • On-Premise Installation
    • On-premises Kubernetes deployment
  • Development resources
    • Overview
    • Architecture
    • API information
    • Security overview
    • AWS private cloud infrastructure
    • JavaScript help
    • Title 21 CFR Part 11 (FDA regulated) compliance
    • 508 compliance
  • Introduction to Schedules
    • Overview
    • Process Scheduler
    • Roles & Permissions
    • Report Scheduler

End user guides
  • Overview
  • Document Signing Task
    • Document admin
    • Document signer
  • Introduction to your Nutrient portal
    • Overview
    • What is Nutrient Workflow?
    • Who uses Nutrient Workflow?
    • Dashboard overview
    • Managing your account
  • Making and managing requests
    • Overview
    • Starting a new request
    • Reviewing requests
    • Canceling a request
    • Copying a request
    • File attachments
  • Managing tasks
    • Overview
    • What are tasks?
    • Viewing and managing your tasks
    • Reassigning tasks
    • Delegating your tasks

Mobile app guides
  • Overview
  • Authentication
  • Dashboard
  • Requests
    • Request details
    • Task management
    • Discussion threads
  • In-app feedback

Workflow templates
  • Overview
  • Civic or city
    • Overview
    • Charitable giving assessment
    • City permit request
    • Fence permit application
    • Pet licensing
    • Recreational sports team signup
    • Volunteer request
  • Cross-departmental
    • Overview
    • Business card order
    • Simple document review
    • Training request
    • Travel request
    • User feedback
  • Finance
    • Overview
    • Capital expenditure request (CER)
    • Capital expenditure request (CER) with advanced form
    • Employee reimbursement request
    • General finance department request
    • I-9
    • Invoice approval
    • New vendor request
    • Purchase requisition
    • Vendor invoice approval and payment process
    • W-9
  • Human resources
    • Overview
    • Background check
    • Current and upcoming OOO report
    • Education assistance request
    • Employee change request
    • Employee offboarding
    • Employee onboarding
    • Employee recognition
    • Holiday party planning process
    • Job posting
    • Leave of absence request
    • New hire request
    • On-the-job training
    • Performance review process
    • Request for paid time off (PTO)
    • Timesheet approval
  • IT
    • Overview
    • Create user
    • Hardware request
    • New user request
    • Project request
    • Software change request
    • Support ticket process
    • User access request
  • Lambda examples
    • Overview
    • SharePoint file upload
  • Legal
    • Overview
    • Client matter intake
    • Contract review and approval process
    • Employee non-disclosure agreement (NDA)
  • Marketing
    • Overview
    • Marketing collateral request
  • Operations
    • Overview
    • Corrective and preventive action process app
    • Customer feedback process
    • Field service request
    • Headquarters meeting request
    • Idea management
    • Maintenance request
    • New product request
    • Parts rental check-in / checkout
    • Product return request
    • Visitor logbook check-in process
  • Safety
    • Overview
    • PPE (personal protective equipment) request
    • Safety incident reporting
  • Sales
    • Overview
    • Price quote request
    • Pricing discount request
    • Sales lead process

Form templates
  • Overview
  • Finance
    • Overview
    • Capital expenditure request (CER)
  • Forms with JavaScript
    • Overview
    • Conditional dropdowns
    • Totaling columns and rows in a grid
  • Human resources
    • Overview
    • New hire form
    • Timesheet form
  • Legal
    • Overview
    • Client matter intake form
    • Contract review request
    • eSignature form
    • Non-disclosure agreement (NDA)
  • Marketing
    • Overview
    • Collateral request form
    • Contact form with states
  • Operations
    • Overview
    • Maintenance request form

Training
  • Overview
  • Additional service training options
    • Overview
    • Admin coaching
    • Process workshop
  • Advanced
    • Overview
    • Basic form building
    • Basic process building
  • Fundamentals
    • Overview
    • Introduction to the administration menu
    • Introduction to the top navigation bar
    • Navigating Nutrient Workflow
  • Webinars
    • Overview
    • Advanced form behaviors
    • Advanced Nutrient Workflow techniques
    • Basically, building better forms
    • Dashboard designing
    • Deep dive: Complex approval process
    • Demystifying grids
    • Designing advanced notifications
    • Dynamic task assignments
    • Getting more out of Nutrient Workflow dashboards
    • How database push and pull tasks used
    • Nutrient Workflow summer update preview
    • Making life easier with a table maintenance process
    • PDF generator and merge tasks
    • Prefill priorities and autocompleting forms
    • Request, task, chart, and custom reports
    • Table maintenance with a process or grid
    • Using a custom HTML grid
    • Using advanced task types
    • Using data containers
    • Using reports to identify trends and bottlenecks
    • Using rules to create form interactivity
    • Using the email monitor
    • Using the Nutrient Workflow API, with use cases
    • Workflow business rules, prefills, dynamic names, and autocompleting tasks

Release notes

Troubleshooting

FAQ

Nutrient Portal
  1. Workflow Automation
  2. Admin Guide
  3. Users Groups And Categories

Master user management for your team

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Active and Inactive Users

Add Users

Categories

Creating a Public-Facing Form and Guest Users

Delegations

Groups

Replace Users

User Self-Registration

View/Edit/Search Users


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