Create a Custom Group
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.
- 1.Navigate to Settings using the menu bar.
- 2.Click on Activate the developer mode.

- 3.Click on the Users and Companies menu and navigate to Groups.

- 4.Click on Create.
- 5.Select Application. In the figure below, Openg2p Module Access was selected from the drop-down list. Add the Name.
- 6.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.
- 7.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.
- 8.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.
- 9.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.

- 10.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.

- 11.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.
- 12.Select the Record Rules tab. This tab allows you to set up certain rules and access rights that can be configured within specific modules.
- 13.Optionally select the Notes tab to add any additional notes or remarks about the setup or group's configuration.
- 14.Click on Save. A new group gets created.
Last modified 1mo ago