Assigning Security Groups to Provider Records

After a provider record has been created, a security group can be assigned to it to ensure that users who belong to this provider see only trips and information that belong to this provider.

Before you begin

The Trapeze4 Workstation must be open to Providers ancillary data.

Procedure

  1. Search for and select the provider record for which to assign a security group.
  2. Click the Site tab.
  3. In the Security Group Name list, click the provider security group to assign.
  4. Click the Save button:
    Diskette.