Assigning a user to a primary group

In general, it is easier to first create the group, then assign user authorizations. This allows you to assign each user a Primary Group that specifies authorizations without going through each user's authorizations form by form.

  1. On the Users form, select the desired User ID.
  2. On the Groups tab, select the group name from the Group Name drop down list.
  3. Select the Primary Group field.

    When selected, this field indicates that the corresponding user group is a primary group. The system uses the group designated as the Primary Group to load the correct version of customized forms for the selected user.

    Users may belong to more than one group, but only one group may be designated as the Primary Group, and only the Primary Group is used for loading group versions of a customized form. For example, suppose user Bob is a member of the Accounts Payable and Accounts Receivable groups with the Accounts Receivable group marked as Bob’s primary group. If the user Bob launches a form, the system looks for a group-level customized version of that form for the Accounts Receivable group, not the Accounts Payable group. If such a customized version exists, and if there isn't also a user-level customized version for user Bob, then that is the form the system will display.