Assigning Transaction Profiles to User Groups

Use the User Groups form to assign transaction profiles to user groups. Users assigned to a user group can only use transaction profiles that have also been assigned to that group.

  1. Open the User Groups form.
  2. Select a user group from the top grid.
  3. On the User Group Profiles tab, in the Transaction Name column, select a transaction. The profiles available for that transaction are displayed in the Profile column.
  4. Use the arrow buttons to move profiles from the Profile column to the User Profile column. Any profiles that you move to the User Profile column will be available to the currently selected user group.
  5. Optionally, on the Menu Sequencing tab, specify the sequence in which the profiles will appear on the menu for the currently selected user group. You can specify numerical values in the Menu Sequence field to define the sequence.
  6. Optionally, select the Users tab to view the users assigned to the currently selected user group.
  7. Click Save.
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