Groups
Access the Groups screen any time you wish to Create, Modify, Disable or Delete a group by selecting the 
icon from the Admin main menu.
Adding or Modifying a Group
After installation, only the Administrators group will exist. To add more groups, select the 
button. To modify an existing group, select the 
icon in the group’s row.
Group Fields
Group Name (required): Group names may contain a minimum of 6 characters and may only contain letters (a-Z), numbers (0-9), atmark (@), hyphen (-), underscore (_), and period (.).
Group Description (optional): Use this field to add a description to the group.
Administrator Permissions: You can choose to make all user members in the group selective administrators by enabling one or more Administrator Permissions. The users in the group will have access to the selected areas when selecting the 
button on the main menu.
NOTE: Some System Settings can alter the behavior of one or more of these permissions.
NOTE: Any user that belongs to the Administrators group will have access to all administrative areas.
After entering the appropriate information for the group, select 
to save your changes.
Adding a User to a Group
To add a group to a user account, select the 
icon in the user’s row. Add a check to the checkboxes representing the group(s) you would like the user to have membership in. Select 
when finished.
Modifying Document-Type Permissions
To modify document type permissions for a group, select the 
icon in the group’s row.
Add a check to the checkboxes representing the permissions you would like the group to have. Removing all permissions for a document type will also remove membership to that document type. For more information on document-type permissions, see Section “Permissions”. Select when finished.
Deleting a Group
To delete a group, select the 
icon in the group’s row.
When you are sure you would like to delete the group, select the 
button.
