How To

Groups

Groups are the cornerstone for granting and managing access privileges throughout the Complete application.

Prerequisites


You should be familiar with the following topics:

Getting Started with Groups


To get started managing groups, you must navigate to the  My Account > Permissions > Manage Groups view. You will be able to accomplish the following from this view:

 

Create Groups


To create a group follow these steps:

  1. Click the "Create a New Group" button located towards the top of the page.
  2. Next, name the group.
    • One option is to name the group "Management" where you assign a user access to all modules.
    • Another option is to name the group "Customer Service" where you assign a user limited access with fewer modules.
    • Please Note: Make sure the name you are assigning is descriptive and indicates the level of access.
  3. Using the dropdown menu, select the "Parent" account. All of your accounts will be listed in this dropdown.
  4. Next, in "Module Permissions" scroll through the available modules. Click on the desired modules, holding the Ctrl button for multiple selections. Once selected, click "Add" to enable access to the desired modules. Click here for module descriptions and dependencies.
  5. In the "Account List" section, select and add the accounts, similar to the previous step, that would like users assigned to this group to have access to.
  6. Upon completion, click the "Continue" button at the bottom of the screen.
  7. On the next screen, you will add users to your newly created group.
    • If you have not previously created a user, click "Save and Exit" at this point. You will be able to return to this section by editing this group.
    • If a user is already created, select the user(s) from the list of available users and click "Add".
  8. Once you have added all of your desired users to this group, click "Save and Exit".
  9. You will now be taken back to the Manage Groups view.

 

Edit Groups


To edit an existing group follow these steps:

  1. Locate and click the name of the group in the column, "Group Name".
  2. From this page, you can change the name of the group in the "Group Name" field.
  3. You can not change the "Parent Group".
  4. You may also add and remove Modules, Accounts, and Users assigned to this group.
    • Similar to the process when creating an account, you can select individual Permissions, Modules, and/or Users or multiples using the Ctrl button.
    • Once selected, you can "Add" or "Remove" the selected items from the group.
    • Click here for module descriptions and dependencies.
  5. Once you have made your desired changes, you can click "Save" to save your changes and remain on this current page. You may also choose "Save and Exit" to save your changes and return to the Manage Groups page.

 

Copy Groups


While creating groups, you may find that a group you would like to create is very similar to one you have previously created. In this case, you may copy an existing group, then follow the Edit steps listed above.

To copy an existing group follow these steps:

  1. Locate the group you would like to copy.
  2. Click the "copy" icon located in the Action column to the right of the group name.
  3. From this page, you MUST change the name of the group in the "Group Name" field to a new unique name.
  4. You can not change the "Parent Group".
  5. You may also add and remove Modules, Accounts, and Users assigned to this group.
    • Similar to the process when creating an account, you can select individual Permissions, Modules, and/or Users or multiples using the Ctrl button.
    • Once selected, you can "Add" or "Remove" the selected items from the group.
    • Click here for module descriptions and dependencies.
  6. Once you have made your desired changes, you can click "Save" to save your changes and remain on this current page. You may also choose "Save and Exit" to save your changes and return to the Manage Groups page.

Reference


Groups are the cornerstone for granting and managing access privileges throughout the Complete application.

Prerequisites


You should be familiar with the following topics:

Getting Started with Groups


To get started managing groups, you must navigate to the  My Account > Permissions > Manage Groups view. You will be able to accomplish the following from this view:

 

Create Groups


To create a group follow these steps:

  1. Click the "Create a New Group" button located towards the top of the page.
  2. Next, name the group.
    • One option is to name the group "Management" where you assign a user access to all modules.
    • Another option is to name the group "Customer Service" where you assign a user limited access with fewer modules.
    • Please Note: Make sure the name you are assigning is descriptive and indicates the level of access.
  3. Using the dropdown menu, select the "Parent" account. All of your accounts will be listed in this dropdown.
  4. Next, in "Module Permissions" scroll through the available modules. Click on the desired modules, holding the Ctrl button for multiple selections. Once selected, click "Add" to enable access to the desired modules. Click here for module descriptions and dependencies.
  5. In the "Account List" section, select and add the accounts, similar to the previous step, that would like users assigned to this group to have access to.
  6. Upon completion, click the "Continue" button at the bottom of the screen.
  7. On the next screen, you will add users to your newly created group.
    • If you have not previously created a user, click "Save and Exit" at this point. You will be able to return to this section by editing this group.
    • If a user is already created, select the user(s) from the list of available users and click "Add".
  8. Once you have added all of your desired users to this group, click "Save and Exit".
  9. You will now be taken back to the Manage Groups view.

 

Edit Groups


To edit an existing group follow these steps:

  1. Locate and click the name of the group in the column, "Group Name".
  2. From this page, you can change the name of the group in the "Group Name" field.
  3. You can not change the "Parent Group".
  4. You may also add and remove Modules, Accounts, and Users assigned to this group.
    • Similar to the process when creating an account, you can select individual Permissions, Modules, and/or Users or multiples using the Ctrl button.
    • Once selected, you can "Add" or "Remove" the selected items from the group.
    • Click here for module descriptions and dependencies.
  5. Once you have made your desired changes, you can click "Save" to save your changes and remain on this current page. You may also choose "Save and Exit" to save your changes and return to the Manage Groups page.

 

Copy Groups


While creating groups, you may find that a group you would like to create is very similar to one you have previously created. In this case, you may copy an existing group, then follow the Edit steps listed above.

To copy an existing group follow these steps:

  1. Locate the group you would like to copy.
  2. Click the "copy" icon located in the Action column to the right of the group name.
  3. From this page, you MUST change the name of the group in the "Group Name" field to a new unique name.
  4. You can not change the "Parent Group".
  5. You may also add and remove Modules, Accounts, and Users assigned to this group.
    • Similar to the process when creating an account, you can select individual Permissions, Modules, and/or Users or multiples using the Ctrl button.
    • Once selected, you can "Add" or "Remove" the selected items from the group.
    • Click here for module descriptions and dependencies.
  6. Once you have made your desired changes, you can click "Save" to save your changes and remain on this current page. You may also choose "Save and Exit" to save your changes and return to the Manage Groups page.

Reference


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