Creating groups allows you to establish a set of permissions relevant to types of users of your system. Your reps, for instance, may have permission to view AIs on Title Manager, but they can't make changes to the data itself. The groups you create can be whatever you need them to be. You can also create as many groups as you like; there is no limit.
This is the part of the system where you actually establish the groups and the permissions. When you add contacts and organisations to your system, you will then draw from the information you added in Group Admin within the Group tab.
It is important to note that if you have multiple organisations within your profile, then you will need to set up permissions groups for all organisations. The permissions that you are granted are linked to the highest level that you have been given across all organisations that a user is a member of.
To create a Group, click on Create New and then within the following tabs, you will see a set of fields to be filled in or ticked:
* Group Name: Type in the name of your group, eg. Reps, Administrators, etc.
Click Update when you are finished and you will be taken to the next tab: the Menu Tab. This provides access to all of the main menu items available on your system as they are listed in this screen, eg. Title Management, Web Management, etc.
Manually tick the particular items that you wish to provide access to for this group.
If you tick the section heading, all of the elements within that section of the system will automatically be ticked. If you lick the section heading for a second time, this will clear the list. Clicking the section heading for a third time will select only the section heading and to allow you to add individual menu items.
Click Update when you are finished and you will be taken to the next tab:Tabs. This relates to the individual tabs available on the system.
All of the tabs within each of the Menu items are listed in this screen. Each are separated in individual boxes as demonstrated in the image below.
Ticking on Set All highlights all of the items in the tab, similarly to with Menu items explained above. To undo this, click on Unset All. Manually tick the items if you want to be more specific about which tabs can be accessed.
You can give permissions for users to 'Create' or 'Delete' items within a tab, eg. establishing new categories and deleting outdated categories from the system.
By ticking Visible, you ensure the user can see certain sections of the system.
You can tick Read Only if you want to ensure users in that group can't amend the data.
Click Update when you are finished.
The User Details tab shows you who currently is included in this Group. You can also add users to this group here.
The Groups you create will then appear in the drop down menu found in the User Details tab of User Admin.