Embedded Files
Selecting Admin>User Groups will navigate to the User Groups screen.
To assign beneficiaries to a user group click on the Beneficiaries button. Users will be navigated to a screen showing a filter. The filter is defaulted to show all beneficiaries already assigned to the user group.
The filter can be used in two ways – either selecting to view beneficiaries that are already assigned/unassigned/both or by searching for a particular beneficiary. The two filter options can also be used in conjunction.
Using Selection
Using Selection and Text
Click the
button to assign the beneficiary to the user group.
Select ‘ALL’ from the filter to show which beneficiaries have been assigned.
The Name of the User Group needs to be entered. There are several properties of the group that needs to be set. Firstly, the menu items. This will determine which menu items are visible and usable by the user. Every menu item can be expanded using the (
Click the
To add a user groups, select the Add button.
) button. Entire menu items can be selected, or every page separately.
Next,the rights of the User Group needs to be set. This includes rights on different actions on the specified screens.
Also, limits on Manual Transactions can be set.
There are also some default rules that can be applied to a user group.
Selecting Save will add the User Group with the specified properties. User Groups cannot be deleted, but can be deactivated by selecting the name of that group, and deactivating the Active checkbox (
).
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