Adding and Maintaining User Groups

CUSTADMIN access only

Creating and maintaining user groups

User groups are a collection of security settings to which individual users can be added. Rather than creating users and applying security settings to each one, you create a user group, apply the required settings, then add the users to that group. The user automatically inherits the group settings.

A variety of user groups will be provided on installation based on your academy/MAT’s requirements. These can subsequently be amended, or additional groups added via the Financials Administrator module accessed via PS Accounting. Wherever possible, it is simpler to either edit an existing user group or copy a similar user group, then edit as required.

Choose from the following options:

1. Logging into the Financials Administrator Application (v2, v4, v6)

2. Resetting a User's Password (v2, v4, v6)

3. How to - Edit an Existing User Group

4. How to - Create a New User Group

5. How to - Set Module Security & Access Levels for a User Group

6. How to - Set Menu & Dialog Access for User Groups

7. How to - Set User Group Access to Documents & Input Forms

8. How to - Remove/Deactivate a User Group