System Parameters - Creating User Groups

System Parameters - Creating User Groups

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This article is part of the System Parameters section.
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User Groups are used to group together a set of permission based on a specific job role. These can then be assigned to users to determine what areas of the system they have access to, and what privileges they have in those areas.

To access the User Groups settings:
  1. Select System from the toolbar.

  2. Choose System Parameters from the drop-down menu.

  3. Select User Groups to view and manage your permission group categories.


This will open the User Groups window, where you can Add new groups, Amend existing ones, or Delete groups as required.

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You do not assign permissions to groups on this screen. This is done on the Permissions screen. See: Users - Setting Permissions

Adding a New User Group

To add a new group:
  1. Click the Add New button.



  2. On the Add User Group screen, set a Group Code and Group Name of your choice.



  3. Click Save and Close.

Your new group will now be available to select when you click Add Group on the main Permissions screen.

Assigning a User to a User Group

Once you have created a group, you can assign users to it. This will apply any permissions set against those groups to the user.

To do this:
  1. Select System from the toolbar.

  2. Choose System Parameters from the drop-down menu.

  3. Select User Login.

  4. Select a user from the grid and double-click or click Amend to open the Amend User screen.



  5. In the Security section at the bottom of the user profile, select the new group from Available Groups and use the arrows to move it to Selected Groups.



  6. You can also use the arrows to remove groups from Selected Groups.

  7. Click Save and Close in the top left corner to apply your changes.


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