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 Manage Groups 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. For example, if the Data Object Builder is not selected the group members, then those options are hidden from the members of the group. As you select each privilege, options within that privilege are displayed underneath. Select the check box next to the items that apply to the group.

4. On the Members tab, select user 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 to find the users that belong to the group, and click Search button.

   The results display below the fields.

6. Select the check box next to the name in the search results list, and click Add Selected Users.
7. Highlight the name of the user and click Remove to remove users from the list.
8. Click Save.