Edit a user group to change one or more of the properties listed under Administration: User Groups > User Group Properties. This includes the user's identification, access points, and reports.
When selecting access points for a user group, bear in mind the following limitations:
● Some access points can be granted by a Corporate user only.
● The access points available for a user group might be limited by the site license of the group's home site (see Site Settings).
Note: To edit an inactive user group, you must first reactivate it. To do this, do the following on the User Administration page:
1. Select Show Inactive Users and/or Groups in the lower right. (If this check box does not appear, the current site has no inactive users or user groups.)
2. Find the desired user group and click its {Activate} link.
The user group is now active (though its users remain inactive). While editing the user group using the procedure below, you can set the user group inactive again, if necessary.
To edit a user group:
Starting at the User Administration page (How do I get there?), do the following:
1. If you see a Current Site menu above the user group list, select the site whose user group you want to edit. (If you do not see this menu, you can edit users at your own site only.)
2. Find the user group you want to edit and click its edit (
) icon.
The user's properties are displayed in tabs.
3. Edit the user's properties on one or more of the following tabs:
● User Group: Edit the user group's name, description, default home page, and/or active/inactive status.
● Access Points: Grant, modify, and/or revoke access points as appropriate to the role of users in this group:
● To grant new access points: In the lower left, click Add Access Points. Browse the Categories of available access points, and select one in the Access Points list to view a description. To grant an access point, select it and click Add, and then select the desired permissions for the access point:
● Read/Run: Users in this group can view or run the feature.
● Update: Users in this group can add new data or edit existing data in the feature.
● Delete: Users in this group can delete data in the feature.
Repeat for each access point you want to add. When all desired access points and permissions are selected, click Done in the lower right.
● To modify the permissions of a granted access point: Select or clear each Read/Run, Update, and Delete permission you want to grant or revoke (respectively).
● To revoke an access point: Clear all of its permissions in the Read/Run, Update, and Delete columns.
● Reports: Grant, and/or revoke reports as appropriate to the role of users in this group:
● To grant reports: In the lower left, click Add Reports. Browse the Categories of available reports, and select one in the Reports list to view a description. To grant a report, select it and click Add. Repeat for each report you want to grant. When all desired reports are selected, click Done in the lower right.
● To revoke reports: In the Mark for Removal column, select each report you want to revoke.
4. Click Save in the lower right.
Your changes to the user group are saved. You are returned to the User Administration page.
