By adding a user to a group, the user will inherit all privileges that are currently assigned to the group.
From the Setup menu, select Security Manager. Or, click the 
Security Manager icon on the Setup toolbar.
Click the blue Groups tab in the lower left corner of the screen. The list of existing groups will display in the left pane of the screen.
To add users to an existing group, click on the Group in the left pane.
Click the Users tab at the bottom of the screen. The list of existing Users will display in the lower section of the screen.
Click the checkbox for each user to add to the group.
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Note |
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While assigning reports and privileges by group is efficient for users that all follow the same work process within the system, there will always be individual users that need additional specialized access to the system. In these cases, see Add Privileges to a User and Add Reports to a User. |
After all appropriate users, privileges, and reports have been assigned to a specific Group, continue adding and changing groups, or save the completed group.
When finished, click the 
Save icon on the toolbar to save all changes that have been made.
Click the 
Exit icon in the upper right corner to exit the application.
Add Variance Categories to a Group
Delete Privileges from a Group