Use Case - Multiple Checkbox Criteria in Groups

These use cases demonstrate how the multiple checkbox criterion is applied in groups.

To create a group from the Organizational Unit page, go to Admin > Tools > Core Functions > Organizational Units > Manage Organizational Unit Hierarchy. From the Select Organizational Unit drop-down list, select Group. Then, select the Add Group link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
OU Group - Manage Grants ability to create, copy, and update/edit custom groups of users without allowing ability to manage org units. This permission can be constrained by OU, User's OU, and Provider. This is an administrator permission. Core Administration
OU Group - Update Grants access to edit existing custom groups of users. This permission can be constrained by OU, User's OU, and Provider. This is an administrator permission. Core Administration
OU Group - View Grants access to view existing custom groups. This permission can be constrained by OU. This is an administrator permission. Core Administration
OU Hierarchy - Manage Grants ability to create and update/edit organizational units. This permission grants access to all OU types, both standard and custom. This permission can be constrained by OU and User's OU. This is an administrator permission. Core Administration

Use Case Data

These use cases use the following data:

User Name Issued Technology
Anna Burke
  • Desktop - iOS
  • Cell Phone - iPhone
Drew Han
  • Laptop - iOS
  • Cell Phone - iPhone
David Prince
  • Desktop - iOS
  • Cell Phone - iPhone
  • Tablet - iPad
Quin Sanderson
  • Laptop - Windows
  • Tablet - iPad

Use Case 1: Includes any of

The administrator wants to create a group of users who have been issued an Apple desktop or laptop.

  1. The administrator creates a group with the following criterion: Issued Technology includes any of Desktop - iOS, Laptop - iOS.
  2. The group includes the following users:
    • Anna Burke
    • Drew Han
    • David Prince

Use Case 2: Is exact match

The administrator wants to create a group of users who have only been issued an Apple desktop and an iPhone.

  1. The administrator creates a group with the following criterion: Issued Technology is exact match Desktop - iOS, Cell Phone - iPhone.
  2. The group includes the following users:
    • Anna Burke

Use Case 3: Includes all of

The administrator wants to create a group of users who have been issued an Apple desktop and an iPhone.

  1. The administrator creates a group with the following criterion: Issued Technology includes all of Desktop - iOS, Cell Phone - iPhone.
  2. The group includes the following users:
    • Anna Burke
    • David Prince

Use Case 4: Does not include any of

The administrator wants to create a group of users who have not been issued any laptops.

  1. The administrator creates a group with the following criterion: Issued Technology does not include any of Laptop - iOS, Laptop - Windows.
  2. The group includes the following users:
    • Anna Burke
    • David Prince

Use Case 5: Is not exact match

The administrator wants to create a group of users who have not only been issued an Apple desktop and an iPhone.

  1. The administrator creates a group with the following criterion: Issued Technology is not exact match Desktop - iOS, Cell Phone - iPhone.
  2. The group includes the following users:
    • Drew Han
    • David Prince
    • Quin Sanderson

Use Case 6: Does not include all of

The administrator wants to create a group of users who have not been issued an Apple desktop and an iPhone together.

  1. The administrator creates a group with the following criterion: Issued Technology does not include all of Desktop - iOS, Cell Phone - iPhone.
  2. The group includes the following users:
    • Drew Han
    • Quin Sanderson