User Group Overview

User Groups are an efficient way to manage platform permissions for multiple users who have different workscopes and responsibilities. When a DVU admin assigns a user to a User Group, the user automatically inherits that group’s permissions.

To change a user’s permissions, the DVU admin can:

• update permissions for the current user group

• assign the user to another user group with different permissions

• change permissions at the user level

Creating a user group

1. Go to Home > Settings > Security > User Groups.

2. Click the plus icon to create a new record.

3. Make sure the Enabled box is checked. (see below)

4. Enable or disable all attributes. (see below)

5. Enter a unique name for the group in the Description field. (required)

6. Leave the default Category setting.

7. Click Save.

Enabled checkbox

When the DVU admin checks the Enabled box, the user can log in to the DVU platform and access its features (within the limits defined by relevant User and User Group permissions).

If a DVU admin unchecks the Enabled box, users assigned to the group cannot log in to the platform. If the user is already logged in, DVU automatically logs out that user.

Attributes

Use the Attributes buttons to enable or disable all DVU permissions for the user group. DVU organizes permissions into pages (with lock icons next to the names) on the side menu (e.g. System Admin, Accounting, etc.).

For most groups, DVU admins will likely want to grant user group access to some DVU features and restrict access to others. To customize access at the group level:

1. Click a link on the side menu to open a permissions page.

2. Use the check boxes to grant or disable specific permissions.

3. Repeat the steps for all other pages.

4. Click Save.

Editing a user group

1. Go to the User Groups page. (see above)

2. Scroll through the list and locate a user group name.

3. Double-click the user group name.

4. Make changes.

5. Click Save.