User’s Assigned Group(s)

The User Assigned Group(s) enables you to assign a user to numerous pre-defined groups. Groups are created as a way to categorize multiple users together to provide identical security settings for the entire group. Changing any security setting for the group changes the setting for each member in that group.

 

Accessing User Assigned Group(s)

On the blue menu bar, click Security.

Click User Manager. The Search for User screen displays.

On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search.
Click All to display a list of all users. A list of users matching the search criteria displays.

Select the User you wish to access. The User Options menu displays.

Click User’s Assigned Group(s). The User’s Assigned Group(s) screen displays.

 

Adding a User to Assigned Group(s)

On the blue menu bar, click Security.

Click User Manager. The Search for User screen displays.

On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search or click All to display a list of all users. A list of users matching the search criteria displays.

Select the User you wish to access. The User Options menu displays.

Click User’s Assigned Group(s). The User’s Assigned Group(s) screen displays.

Select the group you want to add the user to on the Available Group list.

Click Add>.

Click OK on the Message box that appears.

Click Save. A confirmation screen displays.

Click <Edit to return to the User Assigned Group(s) screen you just modified or click Finish to return to the User Options menu.

 

Removing a User from Assigned Group(s)

On the blue menu bar, click Security.

Click User Manager. The Search for User screen displays.

On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search or click All to display a list of all users. A list of users matching the search criteria displays.

Select the User you wish to access. The User Options menu displays.

Click User’s Assigned Group(s). The User’s Assigned Group(s) screen displays.

Select the group you want to remove the user from on the Available Group list.

Click <Remove.

Click OK on the Message box that appears.

Click Save. A confirmation screen displays.

Click <Edit to return to the User’s Assigned Group(s) screen you just modified or click Finish to return to the User Options menu.