Groups Tab - WebTMA 5

Path: Admin > User Management > Records / Groups Tab

If you have set up Groups from Admin > User Management > Groups, use this 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.

By using 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 many users.

How to Assign Groups to Users Records

Path: Admin > User Management > Users / Groups Tab

If groups have been established using Admin > User Management > Groups, the information is available for selection from Admin > User Management > Groups Tab.

To Add Groups:

1. Select the desired User.
2. Click the Groups
3. Click Edit on the WebTMA toolbar.
4. Click the Add User Group link at the top of the grid.
5. Select the desired groups on the Add User Group popup window.
6. Click the Save button on the popup window. The popup window closes and the group is added to the underlying window.
7. Click Save on the WebTMA toolbar.

To Delete Groups:

1. Select the desired User.
2. Click the Groups
3. Click Edit on the WebTMA toolbar.
4. Click the trash can icon for the group line item.
5. Click Save on the WebTMA toolbar.