User Guide › Administration › User Management › User Groups › Add a User Group

Add a User Group

User groups are created from the User Group Details page.

When adding a user group you can:

• Determine which users are to be members.
• Determine which contract parties the group can access; access is not granted to any other contract parties.
• Assign the user group to one or more roles; different roles have different user privileges.

Follow these steps:

1. Click Add New In the User Groups page.

   The User Group page opens.

2. Complete the fields on the page. The following fields are not self-explanatory:

   Name

   Enter a name for the user group.

   Description

   Enter a description for the user group. The description can be used as a target for User Group searches from the User list page.

   Group Users

   Select the user that to assign to the user group from the Available list and click the arrow, or double-click the user. The user is moved to the Member users list.

   Accessible Contract Parties

   Select either Full Access to all Contract Parties and Groups (skip to step 7) or Select Contract Parties and Groups.

   Access

   Select the contract party or contract party group that the user group can access from the Available list

   Click the arrow, or double-click the contract party (or group). The contract party or contract party group is moved to the contract parties list.

   Note: Users belonging to a specific user group and have access to contract parties not defined for that group, can access both sets of contract parties.

   Roles

   Go to the Available list. Select the role/s to assign to the user group; click the arrow or double-click the role. The role is moved to the Roles field of the User Group.

3. Click Save.

   The user group is added.