Group Management

• Groups can be your Cost centre, Business unit, project, etc.

• To add a new group, go to menus > My Account > Groups.

• By default, a default group will be available in the group menu with the default flag.

• No provision to add multiple groups to the account users upon account activation. To add multiple groups account administrator will request eMudhra account manager.

• The list of groups can be filtered by using "Group name" as shown below.

• To add a new group to the account, user needs to click on "Add group" button, screen will be redirected to the add group page as shown below.

• Enter the Name, Short description and logo.

• Provide the user access to this group by using this option.

• If checked admin can restrict the created group to specific users.

• If not checked by default the created group is access to all users.

• Admin can specify the certificate request for Organizations & Domains.

Organizations

• By using this administrator can set the certificate request either by "All (or) Specific" condition.

• All: If this option is checked then this group is access to all the available Organizations within the account.

• Specific: If this option is checked then admin can restrict this group to only specific Organizations which are available in the account.

Domains

• By using this administrator can set the certificate request either by "All (or) Specific" condition.

• All: If this option is checked then this group is access to all the available Domains within the account.

• Specific: If this option is checked then admin can restrict this group to only specific Domains either by selecting from the existing domains list which are available at account level (or) by entering the domain name manually.

Finance

• Admin can specify the certificate request payment mode by using the finance option.

Deduct from Account Balance

• By using this option admin can set the permission to "Deduct from Account balance".

• If this option is selected in the new request level, then whenever if any certificate request is placed by using this group, then amount will be deducted from account balance. Enforce Spend limit: Upon clicking on this check box a threshold amount will be displayed.

• Admin set the threshold amount for this group by using this option.

Deduct from Group Balance

• By using this option admin can set the permission to "Deduct from Group Balance".

• If this option is selected in the new request level, then whenever if any certificate request is placed by using this group, then amount will be deducted from group. Allocate Credits to this group from account balance: Upon clicking on this check box admin can allocate the credits to this group.

• Enter amount, supporting document & Remarks. Upon allocating funds to the group then amount will be debited from account balance.

Notifications

• Enable the check box for 'Configure certificate renewal email addresses' to enter the additional email IDs.

• NOTE: Email addresses entered here will be notified for certificate renewal emails of emSign certificate orders associated with this group.

• Upon clicking on "Save" button a group will be created in the account as shown below.

Edit Group

• Upon creation, a group will be created in the account. To check the group information, click on group ID it will navigate to the groups view page as shown below.

• To check the Allocation / Deallocation credits history, there is a grid available to check all the transaction ID, credit / debit amount.

• List of users displayed in the grid to check who will be having access to this group.

• On click of "Edit" button admin can change the group information.

• Upon creation a group will be created in the account. To edit or allocate / Deallocate the credits to group click on group ID it will navigate to the groups view page.

Allocate / Deallocate Credits

• This option will be displayed only when finance for certificates configured as "Deduct from Group balance".

• By using this option admin can allocate/deallocate the credits from group. Credit to Group: If this option is selected amount will be credited into group & balance will be deducted from account. Debit from Group: If this option is selected amount will be debited from group & balance will be credited into account.

Important Note:

• For sub-reseller / Enterprise accounts there is no provision to add multiple groups.