User groups
To access the system group list, select Users groups in the Administration section of the menu.
This screen displays a list of existing user groups in the system. To search for a group, enter a part or whole of its name and click the Search button. To delete one or more groups selected in the table, click Delete selected groups.
Create user group
To add a new user group, click on the New group button. The menu to create a new user group will open.
Enter the group name and description, then click the Create group button.
Edit group information
To view/edit the information about a group, click on its name in the list of groups to open the editing.
In the Information tab a user can edit the following fields:
- Name;
- Description;
Click Save changes.
To edit which users are assigned to the selected group, go to the Users tab.
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- To assign a user to the group, select the user from the list of available users and drag them to the list of selected users using the arrows (single selection). Use the search option for convenience.
Click Save changes.
To edit what reports will be available for the selected group, go to the Roles tab.
- To select a report for the group, drag the report from the list of available reports to the list of selected reports using the arrows (single selection) and select all available reports. Use the search option for convenience.
- To deselect a report drag a report from the list of selected reports to the list of available reports using the arrows (single selection) and select all available reports. Use the search option for convenience.
Click Save changes.