D4 Create Privilege Groups


D4 Create Privilege Groups

System Managers can create Privilege Groups. Groups allow you to manage the assignment of privileges without having to assign privileges to individual users.

Maintain Groups screen.
  1. Display the Maintain Firm screen.
  2. Click Maintain Groups. to display the Maintain Groups screen.
  3. Click Add to open the Maintain Group Name screen:
    • Enter a name and description for the group and click OK to save the group and return to the Maintain Group screen.
  4. Select the group you created in the Group Name field.
  5. Select Users from the Firm Users list and click Add to assign users to the group.
  6. Select privileges from the Available Privileges list and click Add to assign privileges to the group.
  7. Click OK to save and close the Maintain Groups screen.
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