The procedure to create a new group is as follows:
- Navigate to Quick Menu > Security > Access Rights > User Group Details. The User Group Details window is displayed.
- Click on New Group. All fields are activated ready for data entry.
- Enter the Group name into the field provided
1.
- Using the Parent drop-down field, select an existing group to denote the logical parent, as required i.e. to form a hierarchical structure
1.
- Choose an Effective from date for this new group i.e. the date at which it becomes active 2.
- Choose an Effective to date if you want to automatically disable the group on a specific date in the future; a blank field means the group will never expire.
- Click on Save. The new group appears in the alphabetical list, within the specified hierarchical structure 3.
Tip
1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all user groups.
Note
1 At least one additional group must exist in order for the Parent drop-down field to be active.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 To amend the details of an existing group, select it from the alphabetical list or type its name into the Search Groups field and repeat steps 4 through 7.
See related topics...
To assign a user account to a group
To create a new user account
To create a new role
User management overview
