Creating a user group

Use the Groups form to create groups and to assign user IDs to them. 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/user ID in the group. Thus, groups offer an easy and efficient way to assign permissions to users.

To create a user group:

  1. Open the Groups form.
  2. If necessary, execute Filter In Place.
  3. Press Ctrl+N.
  4. Assign the group a Group Name.
  5. Optionally (but recommended), provide a description of the group and how it is intended to be used.
  6. Use the User ID column to assign at least one user to the new group.
  7. 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.
  8. Save the new group.
Parent topic: About users and groups
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