Manage User Groups

Navigate to Administration > Users > Manage User Groups

Use the Manage User Groups section in Administration settings to view and edit the user group settings set up for your organization.

 

Note: Users Groups cannot be created within MIP. To create a User Group, sign in to the MIP User Portal and select Users & Groups.

 

 

 

Select a tab below to learn more about each setting.

 

  • User Group Rights
  • Assigned Users
  • Account Level Security

Use the User Group Rights tab to set rights for each user group at the module level for your organization.

 

Expand a module to access the module level user group settings.

  • Set the permissions (view, edit, delete, etc.) for each individual module function by selecting the checkboxes for each.

  • Grant All Rights: Select to grant all rights for that module to the user group.

  • Revoke All Rights: Select to revoke all rights for that module for the user group.

 

Copy: Select to copy the rights from one user group to the selected user group.

 

Once you're finished with your edits, Save your changes.

Use the Assigned Users tab to view a list of all users that have been added to the user group. Users can be added or removed from a user group through the MIP User Portal under User & Groups.

Use the Account Level Security tab to set user rights on the group level for all users in this user group.

 

Copy: Use this option to copy account security settings from another user group to the selected group.

 

Allow Access to Accounts

Segment: All account segments for the active organization

Code: The account code number

Title: The name or title of the account code

Account Type: Indicates the type of account, such as CSH (Cash) or ARO (Accounts Receivable)

 

Once you're finished with your edits, Save your changes.