Creating a Group

A group is a collection of users, other groups or both. You can add or remove members or subgroups, apply security filters, and enable or disable access to features.  When you add a user to a group, they inherit the features and security filters assigned to the group, while retaining all the features they have enabled at the user level.

Note: User type groups, such as the  Administrators group, cannot be parent or child groups to other groups. They also cannot be modified directly. Users can be added or removed from them only by setting the user type drop-down on the general tab in the User Editor.

 

To create a group:

  1. From the Admin menu, choose User Manager. This displays the User Manager, which lists user groups.

  2. Click the New Group icon on the toolbar. This displays the Group Editor.

  3. On the General tab, enter a name and description for the group.

  4. On the Security Filters tab, assign security filters. These restrict the data this group can see displayed in reports.  For details on security filters, see About Security Filters. This step is optional.

  5. On the Groups tab, you can place existing groups within the new group you are creating. Any groups that you select from the list are placed within the new group, and therefore, at a lower level than your new group. You can expand and contract the existing groups to locate specific users, or search for groups using the Search field.

  6. On the Members tab, you can determine which users will belong to your new group. You can expand and contract the existing groups to locate specific users, or search for groups using the Search field.

  7. On the Feature Security tab, select the check box next to each feature you want to enable for the group.

  8. Click OK to save the new group and return to the User Manager.

Related Topics

Using the Group Editor

Assigning Security Filters to a group

Add Members to a Group

Remove Members from a Group

Assign Features to a group

 

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