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Setup Questions User/Group and Groups Tabs for Properties - Standard Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each property you want to add. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each property.

Questions for User/Group Access Tab

Denied / Permitted

What users and groups do I want to allow data access for this one property?

List the names of users and groups that are allowed to see data for this one property.

List the groups:

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Questions for Groups Tab

Property Groups

In what property groups do I want this property to be included as a member?

Refer to Groups Overview for more information.

Property groups are listed later in this process. Leave this question unanswered until you plan your property groups. At that time, you can return to this questionnaire and complete the blank.

List the property groups:

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Vendor Groups

What vendor groups include vendors that I want this property to use?

Refer to Groups Overview for more information.

Vendor groups are listed later in this process. Leave this question unanswered until you plan your vendor groups. At that time, you can return to this questionnaire and complete the blank.

List the vendor groups:

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________________________________________________

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