Groups are used to establish functionality settings for a group of individuals (Users) that will be using your system. They allow you to set up internal, client, and contractor users differently.
- To set up Groups, go to Admin > Groups.
- The system has already created four (4) default groups. Click the ‘Add Group’ button to create a group.
- When creating a new Group, you will need to
- Create the Group name
- Mark it Active
- Select all permissions you wish to assign to that Group.
- Review the default Groups to see what has been selected for other Groups.
Feel free to consult PPW for information about any permissions for which you are unsure.
Please NOTE: To avoid any 'system confusion' each User should be associated to 1 Group only.
Click the attachment below for a list of Group permissions and their definitions.
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