MANAGE USER GROUPS

Use this screen to set up user groups for Costpoint and to establish module/application/result set security rights for user groups within the Costpoint screens. This screen contains a table window for user group ID and name data together with three subtasks.

Companies frequently restrict access to these screens to Costpoint administrators.  

You must establish at least one user group for each company before you can create any user ID in the Enter/Manage Users screen.

If you plan to optionally assign a user group to a user, you must set up the user group first. You may find, however, that the most efficient way to set up security rights for users is to first establish rights for user groups. Then, if necessary, you can use the Module Rights and other drill-down subtasks from the Enter/Manage Users screen to override group rights for a specific user at the module, application, result set, or action/report rights by result set levels, as desired.

You can assign users to user groups in this screen or using the Manage Users screen.

You must establish user information using the Manage Users screen before you assign users to a user group on this screen.

Click on the toolbar to save any changes you make in this screen.

Location

User Groups

Use this table window to add new user group IDs and names or to edit the user group name for existing user group IDs. This table window displays all existing user groups within Costpoint.

To create a new user group, click to add a new row to this table window. You can then use the fields in this row and the subtasks to specify your user group settings.

User Group ID

This column displays all existing user group IDs.

When creating a new user group, use this field to enter an identification code for this user group.

Name

this column displays the corresponding descriptive names for the user group IDs in the User Group ID column.

When creating a new user group, use this field to enter a descriptive name for the data you entered in the User Group ID field.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  • W_ACTION_RIGHTS

  • W_APP_RIGHTS

  • W_MODULE_RIGHTS

  • W_RPT_RIGHTS

  • W_RS_RIGHTS

  • W_UI_PROF_USERS

  • W_USER_GRP_USERS

  • W_USER_UGRP_LIST