Administer Groups

The Administer Groups page allows you to add and modify the groups to define user permissions.

On this page:

Fields and Buttons

The top section of the Administer Groups page allows you to find existing groups that match criteria added to the fields:

  • Group Name: Allows you to filter by the group name.
  • Permission: Allows you to filter groups having a specific permission setting.
  • Status: Allows you to filter by group status (Active/Inactive).
  • Get Groups: Initiate search for filters matching the criteria set in the fields.

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Data Table

  • Permissions: Rights or permissions assigned to the group.
  • Group Name: Group name that was assigned when the group was added.
  • Create Time: Date and time that the group was added.
  • Last Updated: Date and time that a change was saved to the group.
  • Status: Current group status (Active or Inactive).
  • View: Displays the group’s ID and view information similar to that displayed in the data table row in the Managing Role Information dialog box.
  • Edit: Update the group name, permissions, and group status in the Managing Group information dialog box.

    Note: Contains similar information as displayed in the data table row.

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Viewing Group Information

The View Groups dialog box supplements information displayed in the Administer Groups data table. You can access the View Groups dialog by clicking the View link located in the Administer Groups page data table.

Fields and Buttons

  • Group Name: Group name assigned when the group was added.
  • ID: System-assigned identifier.
  • Permissions: Assigned Group rights or permissions.
  • Last Updated: Date and time that a group change was saved.
  • Create Time: Date and time that the group was added.
  • Status: Current group status (Active or Inactive).
  • Edit: Opens the Managing Group Information dialog box where you can update the group name, permissions, and group status.

    Note: The dialog contains similar information as displayed in the data table row.

  • Clone: Duplicates and renames the group. Once complete, the dialog box closes and you are returned to the Administer Groups data table to review and edit the new group.
  • Cancel: Close the dialog box.

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Adding Groups

Groups can be added individually by following the procedure below, or by duplicating, cloning, an existing group.

To add a new group:

  1. Click the Add button.
  2. Navigate to Administer, Security, and Groups.
  3. Enter a unique Group Name in the Create Groups dialog box,
  4. If the group should not be active at this time, select Inactive from the Status drop-down.
  5. Click Save.
  6. Locate the group name in the Administer Groups data table and click Edit.
  7. Do the following in the Manage Groups dialog box:
    1. If the group name needs to be modified, update the Group Name field.
    2. Verify that the assigned group permissions are correct. If they are not correct, do the following:
      • If there is an assigned permissions that should not be associated with the group, click Remove to remove permission from the group.
      • If there are permissions that should be associated with the group missing from the list, click the Assign Additional Permission link and add the permissions.
  8. Review the Status and make any necessary updates.
  9. Click Save.

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Cloning Groups

In addition to creating groups by adding them, groups can also be duplicated or cloned.

To clone a new group:

  1. Locate the template group and click either the View or Edit link.
  2. Navigate to Administer, Security, and Groups.
  3. When the associated dialog box appears, click the Clone button.
  4. When the associated dialog box appears, click the Clone button. The system will create a duplicate of the group, rename it, and return you to the Administer Groups page.
  5. Locate your group in the Administer Groups data table and click Edit.
  6. Do the following in the Manage Groups dialog box:
    1. If you need to modify the group name, update the Group Name field.
    2. Review the permissions:
      • Click Remove to remove any permissions that should not be associated with this group.
      • Click the Assign Additional Permissions link to add any missing permissions.
  7. If necessary, update the Status.
  8. Click Save.

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Managing Group Information

The Manage Groups dialog box can be opened by clicking the Edit links in the Administer Groups data table and View Group dialog box.

Fields and Buttons

  • ID: System-assigned identifier.
  • Group Name: Review or edit the group name assigned to the group when added.
  • Add Permission: Assign additional group permissions.
  • Permissions: Review or remove the assigned group rights or permissions.
  • Last Updated: Date and time that a change was saved to the group.
  • Create Time: Date and time that the group was added.
  • Status: Review or change the group’s current status (Active or Inactive).
  • Cancel: Closes the dialog box.
  • Clone: Duplicates and renames the group. Once complete, the dialog box closes and you are returned to the Administer Groups data table to review and edit the new group.
  • Save: Save any changes that have been made.

    Note: This button is disabled until a field has been modified.

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