Users in Privilege Groups are managed at the Privilege Group level. 


Assigning a User to a Privilege Group will assign them all Module Privileges, Report Privileges, and Report Blacklists configured in the Privilege Group

  • Best Practice: To avoid privilege conflicts, it is recommended that individual Users belong to only one Privilege Group


Removing a User from a Privilege Group will unassign all Module Privileges, Report Privileges, and Report Blacklists configured in the Privilege Group.

  • Note: If the User is a member of more than one Privilege Group, they will retain any privileges from the other Privilege Groups. To clear all privileges, the User will need to be removed from all Groups. Privilege Group memberships can be viewed in the User Manager.

Security

 

Users with either of the following User privileges have the ability to access the Privilege Group page: 



Navigation

 

The Privilege Groups page is found in the User Management drop-down in the Company Configuration Module.



View the Privilege Group:

  1. Select the Privilege Group from the Privilege Group list
    • Note - Assigning and removing Users can be done without changing to 'Edit Mode'.


Assigning and Removing Users

Once the Privilege Group is open for viewing, the 'Users in Group' and 'Users not in Group' lists will populate. 


Assign Users

  1. Select one or more Users from the 'Users not in Group' list 
    • Tips & Tricks: Select multiple Users by holding down the Control (Ctrl) key on the keyboard while making your selections. Next, select one of the following options:


  2. Click 'Add User(s) - Clear Privileges'
    • Important Note: To avoid privilege conflicts, it is recommended to always clear pre-existing privileges when assigning Users to Privilege Groups



Remove Users


  1. Select one or more Users from the 'Users in Group' list 
    • Tips & Tricks: Select multiple users by holding down the Control (Ctrl) key on the keyboard while making your selections


  2. Click 'Remove User(s)'