Creating User Groups and UI Groups

User accounts can be assigned to existing groups.

Before you begin

Users and Security should be open to the Select tab.

About this task

There are two types of user groups that can be added to the system: user interface (UI) groups, and user groups. UI groups define how Service Infractions looks to the user, including things like menu layouts and available dashboards. User groups grant and deny permissions specific to system functions, and includes things like the ability to modify and delete records.

Service Infractions includes two built-in UI groups: Administrators and Everyone. Members of the Administrators group are granted permission to all functionality. System administrators can set permissions for the Everyone group as the site security policy requires.

  • All new users are assigned to the Everyone group. If the permissions for the Everyone group must be changed, edit the Everyone group before creating new groups.
  • The Everyone group cannot be a member of other groups, and other groups cannot be members of the Everyone group.
  • The Administrators group cannot be a member of other groups, but other groups and users can be members of the Administrators group.

Procedure

  1. Click the New button:
    A plus sign in a circle.
  2. Select New Group or New UI Group.
    The Add Group pane appears.
  3. Type a Group Name.
  4. Click Create.
    The General tab appears.
  5. Optional: Type the group's Group Name, Email Address, and Description.
  6. Click the Save button:
    Diskette.
  7. Optional: To delete a group, in the Users and Groups pane, highlight the group and click the Delete button:
    Garbage can.