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.
On the Security Management toolbar, select Security Management > New Group. Or, click the 
Create New Group icon on the application toolbar.
Type the name of the group in the Name field.
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Note |
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The name may be up to 50 alpha/numeric characters and spaces. The name may be separated into multiple words by using spaces. |
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.
Enter a variance approval limit amount for the new group in the Variance Approval Limit field. For more information on variance approvals, see Approving Variances.
To assign users to a new group, follow the steps outlined in Add Users to a Group.
To assign a privilege(s) to a new group, follow the steps outlined in Add Privileges to a Group.
To assign a report(s) to a new group, follow the steps outlined in Add Reports to a Group.
To add a division to a new group, follow the steps outline in Add Divisions to a Group.
To add variance category permissions to a new group, follow the steps outline in Add Variance Categories to a Group.
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