Create and maintain user groups

To create a user group:

  1. Click System Setup > Security Access > User Groups. The Maintenance window is displayed.
  2. In the Maintenance window, click New.
  3. In Code, enter the code for the user group.
  4. In Description, enter the description for the user group.
  5. Click OK to save the code.
  6. Repeat steps 2 – 4 to create more user groups.
  7. Click Close to close the Maintenance window. The codes you create are listed in the Maintenance window.
  8. Click Close to close the Maintenance window.

For information about how to assign a user to a user group, refer to Set up new users and maintain existing users.

 

To edit the description for a user group:

  1. Click System Setup > Security Access > User Groups. The Maintenance window is displayed.
  2. Select the user group whose details you want to edit.
  3. Click Edit.
  4. Change the Description. You cannot update the code.
  5. Click OK to save your changes.
  6. Click Close to close the Maintenance window.

 

To delete a user group:

  1. Click System Setup > Security Access > User Groups. The Maintenance window is displayed.
  2. Select the user group whose details you want to delete.
  3. Click Delete.
  4. Click Delete to confirm deletion. The user group is deleted, the Maintenance window closes, and the user group is removed from the list displayed on the Maintenance window.
  5. Click Close to close the Maintenance window.