Assigning a user to a primary group

A primary group is used by the system to load the correct version of customized forms for the selected user. Users can belong to more than one group, but only one group may be designated as the primary group.

Note: 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.

For example, suppose user Bob is a member of the End User and Developer groups. End User group is marked as Bob’s primary group. If Bob launches a form, the system looks for a group-level customized version of that form for the End User group, not the Developer group. If such a customized version exists, and if there is no user-level customized version for user Bob, then that is the form the system displays.

To assign a user to a primary group, use this procedure:

  1. Open the Users form.
  2. Select the desired user ID.
  3. On the Groups tab, specify this information:
    Group Name
    Select the name of the group.
    Group Description
    Optionally, specify a description, if one does not already exist.
    Primary Group
    Select this check box.
  4. Save your changes.