Create a user group to define a new set of access points and reports for a particular user role. After the user group is created, you can add all users performing this role to the new user group.
Note: While local site users can create Site user groups only, Corporate users can create user groups of all three types (Site, Corporate, and Global; for details on these types, see Administration: User Groups > User Group Types). Because of this, the procedure below contains instructions for both local site and Corporate users, so be certain to follow the steps appropriate to your scope.
To create a user group:
Starting at the User Administration page (How do I get there?), do the following:
1. In the menu on the left, under SECURITY > Users, click New User Group.
The User Group Creation Wizard opens.
2. Proceed according to where you are logged in:
● Local site users: Skip to step 3 below.
● Corporate users: Select the type of user group you want to create. Select carefully; as soon as you save the new user group, its type cannot be changed.
● Corporate User Group: Can contain Corporate users only.
● Global User Group: Can contain users from any site in the corporation.
● Site User Group: Can contain users from only a single local site. If you select this option, you can create either a single Site user group at a single local site or multiple copies of the new Site user group at multiple local sites.
Then click Next >> to proceed to the next step of the wizard.
3. Enter the User Group Name and Description. Then click Next >>.
The wizard proceeds to the next step.
4. Proceed accordingly:
● Corporate users creating Site user group(s): In the Site List, select each local site where you want to create this user group and click Add >>. When you complete this procedure, a local copy of this new user group will be created at each site you add to the Create Group at These Sites list.
● All other users: Skip to step 5 below.
5. Select the initial state of the new user group's access points:
● Yes: Create this user group with the same access points as an existing user group. Which groups are available depends on where you are logged in:
● Corporate users: To select a Corporate or Global user group, select Corporate in the Sites menu; to select a Site user group, select a local site in the Sites menu. Then select the desired user group in the User Groups list.
● Local site users: Select the desired user group in the User Groups list, which shows all Global and local Site user groups only.
● No: Create this user group with no access points.
Regardless of which option you choose, you can modify the new user group's access points later when editing the user group; see Editing a User Group.
6. Click Finish in the lower right.
A message indicates the successful creation of the new user group. Click OK to return to the User Administration page, which now shows the new user group.
