BluJay Solutions Parcel 21.1.0 - User Guide
User Accounts > Groups |
Scroll |
Use the Groups page (off the System menu) to add, update, and delete groups and assign user interface pages or modules to each group.
To add, view, or update a group, do the following:
1.To add a group or search for a specific group, complete one or both of the following boxes. Or simply click [SEARCH] to view a list of all group.
In this box... |
Do this... |
Group Name |
Type the group name that you want to add or search for. Leave blank to search for all groups. |
Group Description |
Type the group description that you want to add or search for. Leave blank to search for all groups. |
2.Click one of the following buttons:
Click this button... |
To... |
SEARCH |
Search for groups. |
ADD |
Add the group or group description you typed in the box. |
3.If you clicked [SEARCH], the search results page appears. Otherwise, if you clicked [ADD], continue with Step 5.
In the search results, locate the group you want to view, update, or delete:
•You can sort the results by clicking the column labels.
•If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.
4.Select the group that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:
Click this button... |
To... |
ADD |
Add a new group if it does not already exist and you searched for all groups in Step 1. |
VIEW |
View or update the selected group's information or assign user interface pages or modules. |
DELETE |
Delete the selected group. |
CANCEL |
Return to the previous page to conduct a new search. |
5.If you are adding a new group or want to update a group's information, complete or edit the following boxes:
In this box... |
Do this... |
Group Name |
Type the new group name. |
Group Description |
Type the new group description. |
Group Status |
To activate the group, clear the Inactive check box. To disable the group, click the Inactive check box. This means that any role with this group will not be able to access the user interface pages or modules assigned to this group. |
Copy From Group |
To copy the information from an existing group and then modify it for the new group, select the group whose information you want to copy and start creating the new group with. |
Denied Modules/Assigned Modules |
Assign modules to the group by selecting the module in the Denied Modules box on the left and then clicking the right arrow to move it to the Assigned Modules box on the right. To remove modules that are assigned, click the module in the Assigned Modules box and click the left arrow to move the module back to the Denied Modules box. To select more than one module at a time, press the Ctrl key while clicking the modules. Click this link for a description of the modules: Module List. A module is a collection of user interface pages and/or functionality. When you assign a module to a group and then assign a group or groups to a role, you are establishing which user interface pages and functions that role can access. You assign groups to roles on the Roles page. You then assign a role to each user name on the User Names page. |
6.Once you have completing adding or editing the information for the group, click [SAVE] or [UPDATE] to save the information to the database. Or you can use one of the following buttons:
Click this button... |
To... |
DELETE |
Delete the group. |
CLEAR |
Clear the page of the information you entered and start over if you were adding a new group. |
CANCEL |
Return to the previous page. |
