Create a User Group

To create a user group:
  1. Click and select Account > User Group.
  2. On the user group list view, click on the top.
  3. By default, the Information tab displayed.
  4. Enter a name for the new user group.
  5. (Optional) Enter a description of the group that makes it easy for administrators to determine whether a new user should be part of the group or not.
  6. Click Save.
  7. Click the Roles tab.
  8. Select the checkboxes beside each role you want to assign to the new user group.
  9. Click Save to associate a role with the user group.
  10. Click the Resources tab.
  11. Select the checkboxes beside each resource you want to assign to the new user group.
  12. Click Save to associate a resource with the user group.
    Note: A user can be assigned to more than one role and resource in the system. A user assigned to more than one role or resource has all of the permissions of all of the roles and resources to which he or she is assigned. If one resource has only Read access to a component and another resource has Read/Write access to the same component, the higher-level access permissions (Read/Write) take precedence and the user has Read/Write access.
    Note: Admins who associate User Groups to Roles and Resources may skip/forget to associate User Groups to a user. To overcome this, an alert icon has been added to the User Group inventory to notify if the group is not associated with a role, resource, or both.