User Groups define what users can see and do in the system. Users must be assigned to a user group in order to log in. There are four default user groups; however, customized groups can be created that reflect the hierarchy of your organization.
Access Types determine the permission level applied within groups. There are four Access Types.
- None - No access
- View - Read-only access
- Full - Access to view and edit
- Custom - Specifically selected permissions set within targeted functional areas
Create a User Group
- Navigate to the Groups page and click Create in the left-side menu.
- Enter a Name for the group, and then click Create.
User Group Permissions
There are several options available when adding permissions to a group.
- Copy an existing group and make changes to the permissions that were copied over from the existing group.
- Customize permissions by selecting access types for specific areas of your site.
- Customize permissions by selecting specific functions/fields within defined areas.
- This uses Advanced Settings.
Copy an Existing User Group
- Navigate to the Groups page.
- Click the ID of the group to which you want to add permissions.
- Click Copy Permission in the left-side menu.
- Click the existing group from which you want to copy permissions.
- A confirmation message will display when the permissions have been copied.
- A confirmation message will display when the permissions have been copied.
- To further refine permissions, click Group Permission in the left-side menu.
- Make changes to the access types, and then click Save.
- Click the radio button for the Access Type you want to assign that corresponds with the Object name.
- Click the radio button for the Access Type you want to assign that corresponds with the Object name.
Customize Permissions Using Access Types
- Navigate to the Groups page.
- Click the ID of the group to which you want to add permissions.
- Click Group Permission in the left-side menu to make changes to the access types.
- Click the radio button for the Access Type you want to assign that corresponds with the Object name, and then click Save.
Customized Permissions Using Advanced Settings
- Navigate to the Groups page.
- Click the ID of the group to which you want to add permissions.
- Click Group Permission in the left-side menu.
- Click the Object name of the area you want to customize.
- Click [Show Advanced].
- Check the box for each listed function/field in the user group column you are customizing, and then click Save.
- A confirmation notice will display when the permissions have been updated.
- A confirmation notice will display when the permissions have been updated.
Edit a User Group
- Navigate to the Groups page.
- Click the ID of the group you want to edit.
- Click Edit in the left-side menu.
- Make applicable changes, and then click Save.
Delete a User Group
- Navigate to the Groups page.
- Click the ID of the group you want to delete.
- Click Delete in the left-side menu.
- Click [Yes] to confirm.