Maintain Groups
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Access this form with Administrative user rights using Security>Maintain Groups. |
Use this form to set up or edit a group of users in the active organization only (the organization currently open).
Then, use Security>Set Up Organization Menus to set up organization security for the group and its users. For example, suppose you have 10 A/P clerks who have the same rights. You can set up a group, called "A/P Clerks" that includes all 10 clerks. Then, set up rights for the group (Security>Set Up Organization Menus). That way, you do not have to go set up the same rights 10 times.
Nonprofit Online Users
MIP manages the creation and deletion of user accounts through Active Directory. Please contact Customer Support via web ticket, chat, or phone. See contact information and support hours on the Support Resources page. For more information, see Nonprofit Online.
Group ID: Enter an ID for the new group being created.
Group Name: Enter a group name for the associated ID.
User ID Available Items, Selected Items: In the Available Items box, select an active user ID to be applied to the group, and then click the Mover ( > ) to move the item to the Selected Items box. The Available Items box displays all user IDs to be included in the new group.
- To print a list of users or groups and other data which entered on this form, use Reports>Lists>Group Information, User Information, and Security.
- Click Copy
to make a copy of a group and its users. - We recommend using all numeric IDs. Numeric IDs are generally easier and faster to enter during transaction entry. Otherwise, we recommend at least limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols, such as: | " [ ] ' ; #.
- Groups are not used on the Security>Set Up System Menus form.
- Groups can only contain users; not other groups.
- Groups cannot log on to the system.
- If a group is deleted, it is only removed from the active organization.
- When setting up security for groups (Security>Set Up Organization Menus), we recommend limiting access to this form to include only system administrator-type users.