Assigning Users to Groups

Users can be assigned to one or more groups as necessary, based on the role the user holds and the permissions the user requires. Users are usually assigned to groups during the process of creating the user login (see Creating User Accounts). However, you can also use the following procedure to add one or more users to a group:

1. Open the Groups record.
2. Click the Group Members tab. 
3. Open a new Group Members sub-type record.
4. Specify the user that you want to add to the group in the User ID field.
     
5. Click OK to save and close the Group Members record.
   • The user now appears under the Group's Group Members tab.
      
6. Repeat steps 3 through 5 to add additional users to the group as necessary.
   • Alternatively, you can click OK and New in Step 5 to save the current record and open a new Group Members record in one step.
      
7. Save the Groups record.