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Using the Groups Module

← Administration
As an administrator, use the Groups module to assign your personnel into groups. Groups can be used to quickly assign privileges to multiple users. See the article "Using the Privileges Module."

To open the Group Search screen, from the Administration dashboard or the Agency Setup menu, select Groups. See the article "Searching for Records."

To add a Group record:
  1. From the Group Search screen or a Group record, click Add New. The Adding New Group screen opens.
  2. In the Group Name field, enter a name to identify the group. For example, Record Clerks.
  3. In the Description field, enter a description for the group.
  4. In the Users area, in the User Name field, select the username of a user who should be in the group. Multiple users can be added.
  5. Click Save. The group is created.
  6. To delete a Group record, open the record, and then select Actions > Delete. The Delete Group prompt box opens, asking for confirmation of the deletion. To delete the group, click Delete. Otherwise, click Cancel. If a privilege scheme used the Group record, then the Group Privilege is removed.

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