Creating a user group

To create groups and to assign user IDs to them, use the Groups form. These groups can be organized in any way that makes sense for your company or organization: by location, by organization, by job description, and so on. Authorizations and permissions for the group apply to every individual or user ID in the group. Thus, groups offer an easy and efficient way to assign permissions to users.

On this form, the External Entity and External Entity Application assigned to a user or a group also display.

To create a user group, use this procedure:

  1. Open the Groups form, and execute Filter-In-Place.
  2. Initiate a new record.
  3. Assign the group a Group Name.
  4. Optionally, provide a description of the group and how it is intended to be used.
  5. In the User ID column, assign at least one user to the new group.
  6. Optionally, on the Subgroup tab, Group Name field, select another group to be used as a subgroup.
    This step is required only if the group is to be used as a composite group. See Creating a composite group.
  7. Save the new group.