Copy a Group to a New Group

This process assigns all of the users, privileges, and reports that apply to the existing group to the new group.

To copy a group to create a new group:

1. From the Setup menu, select Security Manager. Or, click the Security Manager icon on theSetup toolbar.

2. 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.

3. Click on the existing group to be copied.

4. On the Security Management toolbar, select Security Management > Copy Group. Or, click the Copy Group to New Group icon on the application toolbar.

5. Type the name of the group in the Name field.

6. Type any additional  information in the Description field. This field is completely user-defined. Any additional information necessary to identify the group may be entered in this field.

7. If the new group requires privileges in addition to the privileges that have been assigned during the copy function, follow the steps in Add Users to a Group, Add Privileges to a Group, and Add Reports to a Group.

8. After all appropriate users, privileges, and reports have been assigned to the new group, continue adding and changing groups, or save the completed group.

9. When finished, click the Save icon on the toolbar to save all changes that have been made.

10. Click the Exit icon in the upper right corner to exit the application.

Related Topics

Create a Group

Delete Groups

Add Users to a Group

Add Privileges to a Group

Add Reports to a Group

Add Divisions to a Group

Add Variance Categories to a Group

Delete Users from a Group

Delete Privileges from a Group

Delete Reports from a Group