General Tab of Groups

The General tab of the Groups form allows you to create or modify a group profile. The primary system administrator’s task is to define and maintain a profile for each group.

For more information, see Groups Overview.

Group ID

This field displays the currently defined group in the EPM SA. You can also enter a unique group name using up to 20 alphanumeric and special characters, including spaces. By default, this field is blank.

This field only becomes enabled when a group is created or copied.

Description

This field is optional. It displays a description of the currently defined group. You can also enter a descriptive name for the group to help you sort data properly. You can use up to 60 alphanumeric and special characters, including spaces.

Default Role

This field is optional. Select a role from the list of currently defined roles in EPM SA. These roles define the type of tasks that the assigned users can perform. By default, this field is blank.

This field has the Quick Find functionality. Once you enter characters, the Quick Find feature performs a type-ahead search, and locates the domain that best matches the characters that you have entered. You can specify either a single character, such as the letter "a" or the number 3, or a string of characters, such as "ab" or "13".

You cannot assign OWNER_DELEGATE to a user or group. If any existing records are assigned to this role, the EPM SA will prompt users to change it when they try to update the user record.

Manager

This field is optional. Either enter a manager for the group or select one from the list of available users defined in EPM SA. When you click the search icon, the User Search dialog box displays, displaying all users established in EPM SA. When you select a user and then click Select, the system populates the Manager field with the selected user. Multiple selections, however, are not allowed.

Moreover, an IM ball displays before the user ID. The IM ball displays the user's current status, indicating whether you can communicate to the user via instant messaging and/or email.

This field has the Quick Find functionality. Once you enter characters, the Quick Find feature performs a type-ahead search, and locates the domain that best matches the characters that you have entered. You can specify either a single character, such as the letter "a" or the number 3, or a string of characters, such as "ab" or "13".

Assigned Users

This grid allows you to associate the selected user with a group, or remove the user from the group.

Grid Columns

Field	Description
User ID	This column displays the user IDs of all users who are currently assigned to the group. Only the SYSADMIN user ID can assign functions security for the users assigned to the SYSADMIN group. The SYSADMIN user ID row is always disabled. An IM ball also displays before the user ID. The IM ball displays the user's current status, indicating whether you can communicate to the user via instant messaging and/or email.
First Name	This column displays the user's first name.
Last Name	This column displays the user's last name.
Edit Roles	The Edit Roles column is only visible if you are using the SYSADMIN user ID and you select the SYSADMIN group. By default, the Edit Roles check box is selected. Select this check box to allow a user to view all options under the Roles form and create, delete, and modify roles. Selecting it also allows the user to change any of the options for a role. If you do not select this check box, you only allow the selected user to view all options. The user cannot create, delete, and modify roles and any of the options for the role. In this case, the following scenarios happen: All Roles form tabs are read-only. The form title display Roles (Read-Only). The Add a Role and Edit Role(s) links are disabled in the Dashboard pane. For more information, see Deltek EPM Security Administrator User Interface.
Edit Groups	The Edit Groups column is only visible if you are using the SYSADMIN user ID and you select the SYSADMIN group. By default, the Edit Groups check box is selected. Select this check box to allow a user to view all options under the Groups form and create, delete, and modify groups. Selecting it also allows the user to change any of the options for a group. If you do not select this check box, you only allow the selected user to view all options. The user cannot create, delete, and modify groups and any of the options for the group. In this case, the following scenarios happen: All Groups form tabs are read-only. The form title display Groups (Read-Only). The Add a Group and Edit Group(s) links are disabled in the Dashboard pane. For more information, see Deltek EPM Security Administrator User Interface.
Edit Users	The Edit Users column is only visible if you are using the SYSADMIN user ID and you select the SYSADMIN group. By default, the Edit Users check box is selected. Select this check box to allow a user to view all options under the Users form and create, delete, and modify users. Selecting it also allows the user to change any of the options for a user. If you do not select this check box, you only allow the selected user to view all options. The user cannot create, delete, and modify users and any of the options for a user. In this case, the following scenarios happen: All Users form tabs are read-only. The form title display Users (Read-Only). The Add a User and Edit User(s) links are disabled in the Dashboard pane. For more information, see Deltek EPM Security Administrator User Interface.
Edit Products	The Edit Products column is only visible if you are using the SYSADMIN user ID and you select the SYSADMIN group. By default, the Edit Products check box is selected. Select this check box to allow a user to view the product and change any of the options on the form of the selected product. If you do not select this check box, you only allow the selected user to view the product. The user cannot modify any of the options on the corresponding product form. In this case, the following scenarios happen: All product form tabs are read-only. The form title display <Product Name> (Read-Only).
Edit System Settings	The Edit System Settings column is only visible if you are using the SYSADMIN user ID and you select the SYSADMIN group. By default, the Edit System Settings check box is selected. Select this check box to allow a user to view all options on the System Settings form and modify the System Settings options in the Configuration panel within Deltek EPM Security Administrator. If you do not select this check box, you only allow the selected user to view all options. The user cannot modify any of the options on the System Settings form. In this case, the following scenarios happen: The System Settings form is read-only. The form title display System Settings (Read-Only).

For the Edit Roles, Edit Groups, Edit Users, Edit Products, and Edit System Settings columns, the SYSADMIN user ID row is read-only.

Grid Toolbar

Field	Description
Print	Select this option from the Assigned Users drop-down list to display the Print Preview window containing the grid's contents.
Export to Excel	Select this option from the Assigned Users drop-down list to open the grid's contents in Microsoft Excel.
Insert	Click this button on the grid toolbar to display the User Search dialog box.
Delete	Select a user and then click this button to remove the selected user from the grid. You can select multiple users by pressing either the CTRL key or the Shift key and clicking the selected records.

You can resize the columns, move them by dragging and dropping them into your preferred location, and sort records by clicking column headers. The system saves all of the changes that you made within the same session and between sessions. Thus, if you leave the screen and then comes back, the same records displays.

Location

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