Manage User Groups

User groups can be assigned as owners or responsible parties for mitigation actions, as well as responsible parties for tickets and ticket actions (ICA/PA). Therefore, a group should contain users who share the same ownership and responsibility for tickets and actions.

User groups in the MyRBQM Portal are created and used only at the study level. The pre-defined user groups provided by Cyntegrity include CRA, System Admins, and Study Managers. These groups cannot be deleted.

Default members and functionality of the pre-defined groups:

• System Admins – Includes all Company Administrators and Global Administrators (Cyntegrity employees) who have access to the study. By default, notifications about overdue mitigation actions (MA) are sent to the responsible for this MA user and to users in the System Admins group.
• Study Managers – Includes the study creator (empty if the study was created via API). The Study Managers group is the default ticket designee until it is changed in the settings.
• CRAs – No default members. This group is empty by default.

To create a new user group:

1. Navigate to the relevant study and select in the header menu Settings → Study Settings → User Groups tab.
2. In the Select By switcher, click Groups.
3. At the bottom of the existing groups list, click Create.
4. Enter a Display Name and optionally a Description.

Once created, a group can be:

• Edited — change group’s name and description.
• Retired — delete a user group. This action cannot be undone.

To edit or retire a User group:

1.           In the Select by switcher, click Groups.

2.           Click the group's name in the list of groups below.

3.           Click Edit or Retire below the list of groups

To assign user groups to actions and tickets:

For Risk Mitigation Actions: in the Mitigation Action card select the user group in the Responsible and/or Owner fields dropdowns.

For Tickets and Investigative/Corrective and Preventive Actions: on the ticket page select the user group in the Responsible field dropdown.