Create a Group

The Portal [Product Tab] Admin Options Manage User Application Access

To create a user group:

  1. From the upper-left of the Access Manager panel, select Group.

  2. From the upper-right of the Group Name field, select New.

  3. In the Create New Group window, locate the Groups to Follow dropdown, then select the default group to follow.

    • When a user-configured group follows a default group, it inherits the defined access permissions of the default group. The group also automatically inherits the access permissions for any new applications defined for the default group.

    • Groups that follow default groups are nested underneath those groups in the Group Name field. Stand alone groups are added to the bottom of the group list.

    • A user-configured group cannot be followed by another user-configured group.

  4. In the Create New Group window, locate the Name field, then type a descriptive name for the group.

  5. From the bottom of the Create New Group window, select Add Item.

    • Alternatively, select Cancel to exit out of the Create New Group window without submitting changes.

  6. From the Group Name list on the left, select the newly created group.

  7. From the upper-right of the Access Manager panel, select Fold/unfold all to view all the defined access permissions. The access permissions inherited by a user-configured group from a default group are customizable.

  8. From the Access field, customize the access permissions for the group as needed for each component listed in the Menu/Application/Activity field.

  9. From the upper-right of the panel, select Save Changes.

Suggerimento

To delete a group: Select the group name, and then from the upper-right of the Access Manager panel, select Delete Group.

Add a User to a Group

The Portal [Product Tab] Admin Options Manage User Application Access

To add a user to a group:

  1. From the upper-left of Access Manager, select Group.

  2. From the Group Name table, select the group.

  3. From the Available users field in the center of the panel, select the user.

    • To quickly locate a user, type the name in the Search field.

    • To select multiple users, hold down Crtl on the keyboard and then select the users.

    • To select the entire list of users, select the first user and then drag the cursor down with the mouse.

  4. To the right of the Available Users field, select the right arrow to move the selected user(s) to the Selected Users field.

  5. From the upper-right of the panel, select Save Changes.

Nota

When a user is assigned to multiple groups where one group allows access to an application, but another group does not, the user is allowed to access the application.

Remove a User from a Group

The Portal [Product Tab] Admin Options Manage User Application Access

To remove a user from a group:

  1. From the upper-left of Access Manager, select Group.

  2. From the Group Name table, select the group.

  3. From the Selected Users field in the center of the panel, select the user.

    • To quickly locate a user, type the name in the Search field.

  4. To the left of the Selected Users field, select the left arrow to move the selected user(s) to the Available Users field.

  5. From the upper-right of the panel, select Save Changes.