Summary

The User Group Maintenance window is used to create user groups, add users to a user group and update user group information. User groups allow you to create menu and database security at a group level and then assign that security to users. For example, if all UB clerks should have similar security settings (access to the same fields, windows and processes), you can create a UB Clerks user group and then assign all UB clerk user accounts to that group. The user accounts attached to the UB Clerk user group will inherit the security settings of the UB Clerk user group. If there are security settings on the user account that conflict with the user group security, the security settings on the user account will override the user group level settings. This allows you to assign specific security settings to user accounts. If a user account belongs to multiple user groups and the security on those user groups conflict (one user group grants access to a field and the other restricts it), the user group with the least restrictive access will apply.

Step by Step

1. Open the User Group Maintenance window (SS> Security> User Groups).

• When a User Group is selected in the left section of the window, the fields in the User Group Maintenance section will populate with the selected user information.
• Click on an Expand button next to the user group record to view the users attached to user group.
  • Click the Add User icon   to add a user to the selected user group. This will open a list of users to select from.
    • Database security (SS> Security> DB Security) and menu security (SS> Security> Menu Security) set up on the user account will override menu security that is set up on the user group. The security set up on a user group will apply if security has not been explicitly set up on the user account. This allows you to attach a user to a user group and then customize the security for a single user.
  • Highlight a user and click the Remove User icon   to remove the selected user from the group.
    • The Remove User icon will only be enabled when a User is highlighted.
  • Users are created in the Users Maintenance window (SS> Security> Users). The Users Maintenance window also allows you to attach users to a user group.
• Highlight a user group and press DELETE to delete a user group.

2. Create a new user group account.

• Click the Create User Group icon or press INSERT to create a new user group. This will create a new line item in the Group Maintenance section of the window.
• Enter a Group Code.
  • The user group code can be up to 32 alphanumeric characters long.
  • Once a user group code has been created and saved, the Group Code field cannot be modified.
• Enter a Description of the user group.
  • The Description field can be up to 30 characters long.
• Check the Notify About Related DB Errors toggle if the members of the group should be notified in the event of an error during the import process of a related data transfer. This toggle is only enabled for organizations set up to use Multi-Muni relational databases.
• Click the Save icon or press ENTER when complete to save the user group.
  • Changes to user group security are handled as standard processing jobs. This means changes will not be reflected in the application until the changes are saved and the job has processed.