Adding a New User Group
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 are provided on installation based on your establishment / organisation's requirements. These can subsequently be amended, or additional groups added as required. Wherever possible, we recommend editing an existing user group or copying a similar user group.
- Go to Maintenance, then select User Groups from the menu.
- The User Group Maintenance window is displayed with all existing user groups displayed in the left-hand panel.
- Select ADD NEW, then select USER GROUP.
- A <New item> is created with blank user group fields displayed on the General tab.
- Enter a User group code (maximum 8 characters), together with a suitable Title, which should clearly identify the purpose of the user group, for example, Financial Managers.
The User group code cannot be amended once the user group has been saved. - Specify the number of days before the password should expire for all members of this group. This defaults to 0 (meaning the password does not expire) and can be set up to 100 days.
- Enter the number of days before the password is due to expire, where a warning is then displayed, e.g. 4. This defaults to 0 (meaning no warning is provided) and can be set up to 100 days.
- Select SAVE to add the user group.
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An Update complete message is displayed. Select OK to close the message and return to the previous window.
Once the user group has been created, you can determine the membership of the group and also what security roles should be applied to the group.
Next steps:
Adding Users to a User Group
Assigning Security Roles to User Groups