How to Create a User Group

User groups are groupings of users that you define. You can use them to control what data is displayed in certain reports, and to indicate contract affinity in Purchasing.

To create a user group:

  1. From the Users panel, select the File menu.

    Select New Group > User.

    If the User option is dimmed when you point to New Group, select Users in the left pane of the panel and try again.
  2. In the New User Group dialog box, enter the name of the new group and select OK.

The new group appears in the Users panel, below the Deleted users folder. If you selected an existing user-added group before selecting New User Group, the new group will be created as a subgroup of the selected group. You can also create a group by right-clicking on Users (at the top of the tree) or on an existing user group, then selecting New Group.

To add users to this group

  • Select the users in the right pane and drag them to the group in the left pane.

    - or -

  • Right-click on a machine to open the User Properties dialog box, then in the Member Of tab, select Add.