Groups

The GROUPS option in Manage Users enables you to create groups and associate role/s. The search option enables you to search through the list of role names.

Viewing or Searching for a Group

The GROUPS tab lists the following:

Group Name: Displays the name of the group, along with the associated features
Description: Describes the group
Roles: Displays the role the group is associated to
Labels: Displays the City-CS-Sub code selected for the relevant group.
Last Modified: Displays the last modified time and date
Modified By: Displays the user details of those who last modified the group

In the GROUPS page, you can click any group to view the group details.

The Group dialog box enables you to:

View the roles assigned to the relevant group

SHOW ALL FEATURES to expand and view the associated features of the selected role
HIDE ALL FEATURES to collapse the associated features of the selected role

Create a copy of the group
Edit the group
Access link to manage roles

Creating a Group

The CREATE GROUP option enables you to create a group and associate roles to the created groups.

Note:

You must have a minimum of one role to create a group.

To create a group:

In the GROUPS tab, click CREATE GROUP. The CREATE GROUP dialog box appears.
Type the Group Name.
Type a Description for the group name.
Under ROLES, click ASSIGN ROLE.
From the Role Name drop-down list, select a role.

Notes:

ASSIGN ANOTHER ROLE enables you to assign a different role for the selected group.
You cannot assign the same role within a group.
For example, you cannot assign two administrator roles for the same group.

Under ACCOUNT ACCESS, you can search and associate one or more City CS code.

The Available City CS list displays the list of associated City CS codes.

Click SAVE.

Notes:

The BACK option in the CREATE GROUP dialog box, enables you to:

Save the unsaved changes

Click CANCEL to exit the message

Click CONTINUE to proceed without saving the changes

Editing a Group

The EDIT option enables you to edit the :

name and description of the group
selected roles
access labels

To edit a group:

In the GROUPS tab, click EDIT. The EDIT dialog box appears.
Modify the Group Name and the Description for the group name.
Under ROLES, click to modify the assigned roles.
Click SAVE.

Notes:

Click BACK to view the GROUP dialog box.

Click UNDO CHANGES to exit without saving the changes.