Manage User Groups

If you are part of the Administrator user group, you can create and edit user groups using the User Group Maintenance form. Additionally, you can grant a user group security permission, and access to different features, data groups, record sets, and file links. All users in this user group inherit the permission granted to the user group.

To manage an organization role

1. Click the Area menu arrow > Administration.
2. On the View menu, click User Groups.
3. Click next to the group you wish to modify.
4. Optional: Do any of the following:
   • Name: Type a name for the group. This field is required. Names can be up to 50 characters in length and contain spaces as well as special characters.
   • Description: Type a description for the group. Descriptions are optional and can be up to 255 characters in length.
5. Assign the permission profile on the tabs.

For more information, see "Permission Profile".

6. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.