If you have set up Groups from Admin > User Management > Groups, use this User Management Tab to assign a User to a particular Group or Groups. The names of the Users selected are also reflected on the User Management > Groups / Identity Tab.
If you use Groups, you can establish general permissions for a job category and save time by assigning the Group (and its related Preferences, Privileges, and Access) to the User.
How to Assign Groups to Users Records
If Groups have been established using Admin > User Management > Groups, the information is available for selection from Admin > User Management > Groups Tab.
To Add a User to a Group:
- Select the desired User record.
- Go to the Groups Tab.
- Choose Edit on the WebTMA toolbar.
- Click the Add User Group link at the top of the grid.
- Mark the desired Group or Groups on the Group Entry flyout.
- Choose the Add Selected button on the flyout.
- Click Save on the WebTMA toolbar.
To Delete a User from a Group:
- Select the desired User record.
- Choose the Groups Tab.
- Select Edit on the WebTMA toolbar.
- Click the trash can icon for the Group line item.
- Click Save on the WebTMA toolbar.