Editing User Groups*

To Edit a User Group: Navigate to Groups from the Homepage. Select a Group ID number. Click Edit from the left-side menu. You can change the name of the group You can check or uncheck the Users associated with this Group Select the Save button when complete...

Add Users to a User Group*

Go to Groups and select the I D number of the User Group Default user groups are Admin, Audit, Staff and Accounting Choose Edit from the left side menu Select the checkbox next to the name of the User who is a member of this User Group Choose Save when you are done The Groups will be available for assignment when you create a new User....

Deleting User Groups*

From the Home page choose Groups Select a User Group from the list Choose Delete from the left-hand menu You will be asked to confirm the removal of the Group The Group and its ID number will be removed from the system but the Users within this group not be removed....

Create Groups*

Do you need more User groups than the four default groups?  Create new user groups and develop permissions to allow or exclude access to the system for members of the group. From the Home page,  Go to Groups Choose Create from the left side menu Type the name of the Group you wish to create in the text box Select the Create button To simplify the pr...

Groups Overview*

Groups are collections of system Users. Default groups are Admin (Administrator), Accounting, Staff and Audit. Each Group has defined permissions to access different areas of the system.  Default User Group permissions have been created for the following roles: Admin = All Access - Can create Users, Passwords, Edit Permissions for Users Accounting =...