Creating User Groups
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A user group is a collection of users.   All users in the group share the same role privileges.   All users in the group share the same data access privileges.   


A user group is nothing more than a User ID with the last name of Group. Once the permissions of this Group User ID has been set up, individual User IDs can be assigned to this group. Any user assigned to a group will inherit the permissions of that group.   Using groups can greatly reduce the time it takes to set up permissions for users.  


We are going to create a User ID with the last name of Group.   Next we are going to set up all the permissions for this User ID (last name Group)  just like we did for an individual User ID. We will then be able to quickly define the privileges/permissions for multiple User IDs by adding them to our group.


To create a user group: 


  1. Advanced: System Admin> User Management> User's.
  2. Click Add at the top of the screen.
  3. Enter "Sample Group" as the User ID.
  4. Enter a password.
  5. Click Create.
  6. Click  in front of the user group record listed on the Users List screen displayed.
  7. Using the tabbed panel displayed, define the permissions that will be inherited by the users attached to this group.  Starting with the Roles tab, select roles that will be inherited by this group.
  8. Continue with the next tab to define what data access permission will be granted to this group.   



See also:

Creating User IDs

Granting Permissions to a User ID