Users and groups view

The User groups view is available under Setup > Administration > Users & Security.

In this view, you create new user groups and edit user groups, as well as where you define members of a user group and assign roles to the group.

When you open the User groups view you can see a list of all user groups created, with their assigned number, name and description. Click on the Name hyperlink to open the user group and view its details.

The User group view's context menu provides the following shortcuts for individual user groups in the list:

• Delete - to delete a User Group
• Edit - to edit the details of a User Group
• History - to see when the user group was created, updated, when and by who.
• Members - to see and manage the members of the User Group
• Move - to select a new location for the user group in the data object's tree structure.
• Print
• Reference tree
• Security - see and update the permissions of the user group.
• Security summary - to see the permissions of the user group.
• Sent emails

The User groups view's page menu provides the following options:

• Download - export a PDF or .csv file of the User groups list.
• Setup view - to edit the view's elements.
• Delete - to delete one or more items in the list.
• Mass update - to update more than one item in the list.
• History - to filter the list according to historical changes, the person who did the change or by the group's name, description or type.
• Copy view - to create a new view based on the current one.

Create a User group

1. Go to Setup > Administration > Users & Security > User groups.
2. Click New.
3. In the User group details section, enter a Name.
4. In the Roles section, add the roles authorized in the group.
5. Click Apply: the buttons Members and Security summary appear in the toolbar.
6. Click Members to add specific users to the group.
7. Click Security summary to set the permissions by authorization elements.
8. Click OK to save your user group.