Groups Tab Groups

Groups Grid

Make the following menu selections to display this page:

System—Security—Groups

Use this page to manage groups and grant access to data to users based on the group to which the user belongs.

The following links, fields, and buttons appear on the page that displays when you select the menu option System—Security—Groups. Look at Tasks to Complete for use instructions.

Header

Add Group

Use this button to add a group. Refer to the add instructions later in this topic.

Find Name

Enter a group name in the field and select the Find button to search for that group. Refer to the Find Button for more information.

Page/Go

Use this field and button and Next and Previous links to display pages when the grid includes more than one page. Refer to the Go Button for more information.

Grid

Name

The group names for existing roles. Click this column title to sort the list of groups.

Description

A description of each Group.

Delete

Use this button to delete a group. Refer to the delete instructions later in this topic.

General Tab

Membership Tab

To Add Groups

Select the Add Group button. The groups tabs display.
Use the General Tab and Membership Tab field lists to complete the tabs.
Select the Save button after completing each tab.

To Edit Groups

Locate and select the group you want to edit. Refer to the Find Button for more information. The role tabs display.
Use the General Tab and Membership Tab field lists to edit the tabs.
Select the Save button.

To Delete Groups

Locate the group you want to delete. Refer to the Find Button for more information.
Select the Delete button . The following message displays: Are you sure you want to delete this group?
Select OK to delete the group. Or select Cancel to stop the deletion.