Add Groups

The administrator can create additional groups.

To add groups:

  1. On the Group Management screen, click Add.
  2. On the General tab, enter the group Name and Description that can help properly identify the group.
  3. On the Privileges tab, select the Privilege Category from the drop-down list.
    This controls the options users can choose from in the system. As you select each privilege category, options within that category are displayed underneath. Select the check box next to privileges that should be available to the group.
  4. On the Members tab, select initial user(s) for the group if desired.
  5. To find a user, click Add More Users.
  6. Enter information in the First Name and Last Name fields, and click the Search button. The results display below the fields.
  7. Select the check box next to the name in the search results list, and click Add Selected Users.
  8. Highlight the name of the user, and click Remove to remove users from the list.
  9. Click Save.