Procedures

In addition to the pre-defined User Groups that are configured in the system, you can create custom Groups and modify existing Groups, based on your organization’s needs

Create a new permission Group

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Create a Permission Group

1. Go to Maintenance > User Maintenance
2. Click the Add icon
3. In the new User ID record, click the User Profile tab
4. In the User ID field, enter the name of the Group. Note the following:
   • There is a 15 character limit
   • Use all upper case characters
   • Do not use special characters
   • Once the form is saved for the first time, you can only edit the User ID field by using the Extended Menu > Change User ID
5. From the User Type drop-down box, select GROUP. Note the following:
   • When the GROUP option is selected, the list of fields reduces
   • Make sure the Active Flag box is checked to indicate that this is an active permission Group
6. Go to Permissions / Groups tab and select the permissions you want to assign to the Group
7. Click the Save icon

You can now assign an individual User this permission Group and the User will inherit all the permissions defined for the Group

Modify a permission group

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Modify a Permission Group

1. Go to Maintenance > User Maintenance to open the Group record. If you have a large number of records to search, you can filter the Type column by GROUP
2. Go to Permissions / Groups tab
3. Click the Edit icon and edit the permissions for the Group
4. Click the Save icon. Any User who is part of this permission Group will now inherit the edited permission changes