User Groups

Selecting User Groups on the Users and Groups Setup menu displays the User Groups screen, shown below. User groups are departments or a collection of people within your business. Users are granted privileges and permissions within the system based on the User Group(s) they are 
assigned to.

The following columns of information are displayed for each User Group on the User Group list:

Fields  Description
User Groups  The name of the User Group.
Users The users assigned to the User Group.
Tables The system tables associated with the User Group.
  1. Click New to create a new User Group.
  2. Click Copy to copy an existing User Group.
  3. Click Modify to modify an existing User Group.
  4. Click Delete to delete an existing User Group.
  5. Quick search option to quickly locate a specific User Group.

User Groups Screen

Add New User Group

Clicking New on the User Groups screen displays the New User Group window, shown below. This is the first step in a multi-step process.

New User Group

  1. Enter a name for the new User Group in the User Group Name text field then click to 
    The Modify User Group screen is displayed, as shown below

 

  1. All is selected by default in the Tables
  2. Assign Privileges for the new User Group by moving them from the Available Privileges list to the Granted Privileges list by highlighting them on the list and clicking Add or Add All. Use the Ctrl or Shift keys to make multiple selections. Conversely, move Privileges from the Granted Privileges list back to the Available Privileges list by highlighting them on the list and clicking Remove or Remove All. Again, the Ctrl and Shift keys are available for making multiple selections.
  3. Click Table to display the Setup Accessible Tables screen, Assign Tables to the new User Group by moving them from the Available Tables list to the Accessible Tables list by highlighting them on the list and clicking Add or Add All. Use the Ctrl or Shift keys to make multiple selections. Conversely, move Tables from the Accessible Tables list back to the Available Tables list by highlighting them on the list and clicking Remove or Remove All. Again, the Ctrl and Shift keys are available for making multiple selections .When done click Save to continue.
  4. Click Special to display the Setup Special PrivilegesAssign Special Privileges to the new User Group by moving them from the Special Privileges list to the Granted Privileges list by highlighting them on the list and clicking Add or Add All. Use the Ctrl or Shift keys to make multiple selections. Conversely, move Privileges from the Granted Privileges list back to the Special Privileges list by highlighting them on the list and clicking Remove or Remove All. Again, the Ctrl and Shift keys are available for making multiple selections. When done, click Save to continue.
  5. Click Users to display the Setup Users Assign Users to the new User Group by moving them from the Available Users list to the Users in the Group list by highlighting them on the list and clicking Add or Add All. Use the Ctrl or Shift keys to make multiple selections. Conversely, move Users from the Users in the Group list back to the Available Users list by highlighting them on the list and clicking Remove or Remove All. Again, the Ctrl and Shift keys are available for making multiple selections. When done, click Save to continue.

 Copy User Group

Clicking Copy for a line on the User Groups list on the User Groups screen displays the Copy User Group window, shown below, which allows you to quickly make a copy of an existing User  Group and generated a new User Group based on the parameters already in place in the existing User Group. Simply enter a name for the new User Group in the User Group Name text field and click . The new user Group will be added to the User Groups list alphabetically.

 Copy User Group

Modify User Group

Clicking Modify for a line on the User Groups list on the User Groups screen displays the Modify User Group screen, shown below, which allows you to make modifications to an existing User

Group’s parameters. Follow the steps in the Add New User Group section of this document for help in making modifications to any of the fields on this screen.

Modify User Group

Delete User Group

Clicking Delete for a line on the User Groups list on the User Groups screen allows you to remove a User Group from the system. A Confirmation window, shown below in Figure 3-181, is displayed to confirm that this is your intention. Click OK to remove the User Group from Sf CRM or click Cancel to exit this window without removing the User Group.

 

Delete User Group