You can add groups and define general options, set privileges that determine the options a user can access, and assign users to the group.
-
On the
Group Management screen, click
Add.
-
On the
General tab, enter the group
Name and
Description that can help properly identify the group.
-
On the
Privileges tab, select the features to enable for the group from each of the sections: Administration & Configuration, Data, Data Objects, and Reports.
-
On the
Members tab, select users for the group.
To find a user, click
Add More Users.
-
In the
First Name and
Last Name fields, enter the name in full or partially and click
Search to find users to add to the group.
-
Select the user(s) from the list, and click
Add Selected Users.
-
Highlight the name of the user and click
Remove Selected User to remove users from the list.
-
Click
Save when done.