Group management

To manage
groups:
  • Accounting section, Groups
Purpose

This function lets you:

NOTE: the function is only enabled with User and group administration permissions.

What the function looks like

This is what the page looks like:

Area Description
1

RCS menu.

2

Accounting menu.
3

Window toolbar. Descriptions are provided below:

Icon Description

Add a group.

Edit the selected group.

Delete the selected group.
4

Group list.
5

Users and operation assigned to the selected group.
6

RCS status bar.

 

To learn more

For interface element descriptions see "Shared interface elements and actions".

For more information on groups and users see "What you should know about users and groups".

 

Creating a group and linking users and operations

To create a new group:

Step Action
1

Click New group: enter a name to be assigned to the group.
2

Enter the required data and click Save: the new group is displayed in the main work area.
3

In the Users in this Group table, click to add users to the group.
4

In the Operations in this Group table, click to add operations to the group: the next time group users login, they will see the added operations in the list.

IMPORTANT: if an operation is linked to a user who is currently logged in, the user will only be able to view the operation the next time she/he logs in.
Editing group data and removing users and operations

To edit group data:

Step Action
1

Double-click a group.
2

Edit the name and click Save.
3

In the Users in this Group table, click to remove users from the group.
4

In the Operations in this Group table, click to remove operations from the group: the next time group users login, they will no longer see the operations in the list.

IMPORTANT: if an operation is removed from a user who is currently logged in, the user will no longer view the operation the next time she/he logs in.