Add Groups

You can add groups and define general options, set privileges that determine the options a user can access, and assign users to the group.

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 features to enable for the group from each of the sections: Administration & Configuration, Data, Data Objects, and Reports.
  4. On the Members tab, select users for the group.

    To find a user, click Add More Users.

  5. 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.
  6. Select the user(s) from the list, and click Add Selected Users.
  7. Highlight the name of the user and click Remove Selected User to remove users from the list.
  8. Click Save when done.