Creating a group based on an existing group

Service Management and many Mongoose-based applications deliver a basic set of user groups you can use "as is" or modify to meet your needs. However, we strongly recommend that you NOT modify these basic user groups to create modified or new ones. Instead, we recommend that make a copy of the existing group and then modify that one.
To create a group based on an existing group:
  1. Open the Groups form.
  2. In the Grid View, select the group you want to use as the basis for the new group.
  3. From the Actions menu, select the Copy option.
    The system makes a copy of the group and its settings, inserts it into the Grid View, and selects it as the active record.
  4. In the Group Name field, provide a new name for the group.
    Note: We recommend that, when creating your own groups, you use a naming convention that clearly identifies the group as one that you (or someone else in your organization) created. For example, if you worked for Acme Company, you might create a name like this: Acme Sales.
  5. Optionally, in the Group Description field, provide a (new) description for the group.
  6. Save the copy.
  7. Copy and optionally modify the forms or other objects to include in the new group:
    1. Still in the Groups form, select the original group that you copied.
    2. Click Group Authorizations.
    3. When the Object Authorization for Group form opens, click the Export data to Excel icon on the toolbar.
    4. Use the Export Collection to Excel dialog to specify where and how to export the data, and then click OK.
    5. When prompted whether to open the file now, click Yes.
    6. In Excel, edit the spreadsheet to add or delete forms (or other objects) and to modify the various permissions as desired.
      Note: Forms, IDOs, and file servers must each be done separately when copying from one group definition to another.
    7. When you have the objects and permissions as you want them, select only the data cells that have the content you want to use.
      Note: In particular, be sure NOT to include the header row (Row 1) of the spreadsheet.
    8. Copy the selected cells.
    9. Return to the Groups form and select the new group you created.
    10. Click Group Authorizations.
    11. In the Object Authorization for Group form, select the top cell of the Object Name column.
    12. From the Edit menu, select the Paste Rows Append option.
    13. Save the group.
  8. Optionally, if you want to copy the users from the original group or the subgroups from the Subgroup tab, use steps similar to the previous substeps.
You can also apply row-level (IDO) permissions to groups, as well as to individual users. This allows you to further refine or restrict user access to specific data. To do this, use the Row Authorizations button for either the group (at the top of the Groups form) or the Row Authorizations button for individual users (at the bottom of the Groups form).
Parent topic: About users and groups
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