Groups

Adding a New Group

1. Click the Add Group button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the group.

Editing a Group

1. Select a group in the viewer and click the Edit button on the toolbar. The Group Editor opens.

2. Modify the group details and click the Save and Close button to update the modifications.

Deleting a Group

1. Select a group in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected group is deleted.

Managing a Group

When a user is created, a private group for that particular user is also created. The Administrator and the user belong to this group. The user also belongs to the User group. You can, however, manage the groups - assigning and unassigning users to various groups.

1. Right-click a group in the viewer. Select Manage Group members from the context menu. The Group Editor opens.

2. From the Entities available to assign list select the users you want to add to this group and move them to the Entities assigned list. Use the > button to the move the users.

3. Click the Save and Close button to save the details.

To remove users from a group, from the Group Editor, select the users from the Entities assigned list and click the < button. Click the Save and Close button to save the details.

Create a New Group

1. Click the New Group button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Add members to the Group: use the search combo box to retrieve Users.

4. Click the Save and Close button to save the record.

These operations are available only to Administrators.

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Groups