Groups

The User Groups section provides the ability to limit user access to particular records. For instance, if only two users should see an internal position themselves and the position would become part of the group.

Due to the complexity and secure data involved, we highly recommend contacting a Main Sequence Trainer to assist.

Please Note this feature is typically not utilized by most companies.

Create the Group

  1. From the user list select the Group option from the top right toolbar
  2. Choose Add Group from the dropdown in the top right corner
  3. Select your group securities
  4. Save

Add Users to the Group

  1. From the user setup screen select Group from the Charms on the left
  2. Locate the desired group in Available Groups
  3. Select the plus icon to move it to Selected Groups
  4. Choose Save

Add Records to the Group

  1. Access any record in the database
  2. Choose Associations from the navigation toolbar
  3. Choose the Groups tab
  4. Locate the desired group in Available Groups
  5. Select the plus icon to move it to Selected Groups
  6. Choose Save