Create a Custom Group

Description

This guide provides steps to create a custom group and add the users to this group. Users included in this group get the group's access rights and permissions.

Pre-requisites

The user must have a Program Administrator role. See the Create User and Assign Role guide.

Steps

1. Navigate to Settings using the menu bar.

1. Click on Activate the developer mode.

1. Click on the Users and Companies menu and navigate to Groups.

1. Click on Create.

1. Select Application. In the figure below, Openg2p Module Access was selected from the drop-down list. Add the Name.

1. Tick the check box Share Group if you want to allow users of this group to grant additional access to other users who might not be in the original group.

1. To add users to this group, click on Add a Line. A pop-up window appears to allow the selection of the users from a list. You can view and manage the users assigned to the group.

1. Select OpenG2P ModuleAccess / Administrator as Group Name in the Inherited tab and click on Add a Line. A pop-up window shows a list of groups to select from. This group will get the access rights of the OpenG2P ModuleAccess / Administrator group, and the users added to this group will be automatically added to the OpenG2P ModuleAccess / Administrator group.

1. Select the Menus tab and click on Add a Line. A pop-up window shows a list of menus to select from. These menu options provide access to multiple modules and their functionality.

1. Select the Views tab and click on Add a Line. A pop-up window shows the list of views to select from. A view represents various screens and forms used in the user interface.

1. Select the Access Rights tab and click on Add a Line. Enter the name, and select the model from the drop-down. Tick one or more checkboxes for the relevant access options - None, Read Access, Write Access, Create Access, and Delete Access.

1. Select the Record Rules tab. This tab allows you to set up certain rules and access rights that can be configured within specific modules.

2. Optionally select the Notes tab to add any additional notes or remarks about the setup or group's configuration.

3. Click on Save. A new group gets created.