Creating groups

Groups are collections of Lawson users who have something in common. They could be departments or project teams or anything that makes sense at your site. Groups are not required but many customers, particularly large customers with many users, will want to set them up.

Some reasons to create groups:

For batch users: Batch users must be members of a group. You can create a single group for all batch users or multiple groups.
For administering bookmarks in Lawson Portal. Bookmarks are intended to be assigned to groups of users; most Lawson customers create groups for this purpose.
For locating users when you perform searches: When users are organized into groups, locating them to update their attributes is much easier.
For making security assignments: Roles are the most common way to assign the same security access to multiple users who perform similar jobs. You might need an additional method for grouping users for assignment purposes. Groups can add flexibility to your security setup.

When to do it

Typically, you will set up groups as part of your initial implementation process, but you could add new groups at any time.

Bookmark groups must exist when the Lawson Portal administrator assigns bookmarks to groups during the setup process.

How to do it

Determining the groups that are needed at your site is the biggest part of the job.

Creating a group is simple. Log into the Resource Management Administrator and specify a name and description to create the new group.