Groups allow you to create predefined security profiles for users within an organization. This is an 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 make users 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 the “Manage User and Group Security” permission to manage groups. |
Adding Groups
To add a group:
- Select the Admin tab.
- Double Click on the Groups folder.
- Click the Add button.
- Supply a name and description of the Group.
- Select the Permissions tab and select the permissions you wish to assign to the group. See the help topic Permissions for more information.
- Select the Assign Users tab. Select the users you wish to add to this group
- Click Save.
Editing Groups
To edit an existing group:
- Select the Admin Tab.
- Double Click on the Groups folder.
- Click on the group that you wish to edit.
- Update details.
- Click on Save.
Deleting Groups
To delete a group:
- Select the Admin tab.
- Click on the Groups folder.
- Click on the group you wish to delete.
- Click Delete.
- Click on Yes at the prompt. The group will now be removed.
Assigning Users to Groups
Assigning Group membership to a user is a more efficient way of controlling access to the application.
Assigning a user to a group can be done by the Edit Group or Edit User functions:
To add a user to a group via Edit User screen:
- From the Manage User view, edit the user record and select the Assign Groups tab.
- Add groups in the Groups field by typing in the group name, or select groups from the list after clicking the down arrow.
To add a user to a group via Edit Group screen:
- From the Manage Groups view, double click on the group whose membership you would like to edit.
- Click on the Assign Users tab.
- Add users in the Users field by typing in the user name, or select the users from the list after clicking the down arrow.
To remove a user from a group:
- From the Manage Groups view, click on the group whose membership you would like to edit.
- Click on the Assign Users tab.
- Click on the x beside the user name to remove them form the list.