10.1.1 Creating a User Group

For creating a user group, you need to specify details, such as code, description, and hierarchy order of the user group.

To create a user group:

1. From the main menu, navigate to Collections and Recovery and then click Maintenance.
2. From the Maintenance menu, click User Group and then click Create User Group.
   The Create User Group page appears.
3. In the Code field, enter a unique identification code for the user group.
4. In the Description field, enter a description of the user group.
5. In the Hierarchy Order field, enter the order of the user group in the hierarchy of user groups.
6. In the User Details section, click .
   A row is added in the user details table.
7. From the User ID list, select the user ID that you want to assign to the user group.
8. In the Active field, enable the toggle switch for the users that are active for the user group.
9. Click Save.
   A message appears that the record is saved successfully.

Once the user group is created, you can view the same using the View User Group page. Upon creation, the authorization status of the user group is Unauthorized and the record status is Open. After a user group is created, it must be authorized to be effective in the system.