Groups allow you to create predefined security profiles for users within an organization. This is a fast and efficient way of managing users’ permissions. By assigning a user to a group, they will then be granted the permission that the group has been assigned.
You can also make a user a member of several groups in which case they will be granted the combined permissions assigned to the groups.
Tip |
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You must have “Manage User and Group Security” permission to manage groups. |
Adding Groups
To add a group:
- Select the ‘Admin’ Tab in the tree view.
- Click on the Groups Folder.
Click on the 'New' on the toolbar of the All Groups page. - Supply a name and description fro the Group.
- Select the 'Permissions' tab.
- Click ‘Save'.
The group will have been saved and you can now assign users to it.
Editing Groups
To edit an existing group:
- Select the ‘Admin’ Tab in the tree view.
- Click on the Groups Folder.
- Click on the group that you wish to edit on the All Groups page.
- Update details.
- Click on ‘Save’ to update.
Deleting Groups
To delete a group:
- Select the ‘Admin’ tab in the tree view.
- Click on the Groups Folder.
- Double click on a group to edit them.
- Click ‘Delete’.
- Click on ‘Yes’ to the prompt - the group will now be removed.
Assigning Users to Groups
Assigning Group membership to a user is a more effective way of controlling access to the application as it uses predefined security profiles.
Assigning a user to a group can be done in a number of ways, either within Edit Group, Edit User of by dragging and dropping a user onto a group:
To add a user to a group from Edit User:
- From the All User view, double click on the user and select the ‘Assign Groups’ tab.
- Add groups in the Groups field by typing in the group names or selecting groups from the auto search filter results.
To add a user from the Edit Group screen:
- From the All Groups view, double click on the group whose membership you would like to edit.
- Click on ‘Assign Users’ tab.
- Add users in the Users field by either typing in the user names or select the users from the auto search filter results.
To remove a user from a group:
- From the All Groups view, double click on the group whose membership you would like to edit.
- Click on ‘Assign Users’ tab.
- Click on the 'x' beside the user name to remove them form the list.