User Groups
The User Groups window allows you to create and manage groups of users that can be assigned throughout the current database for:
- Recipients for portal messages
- Monitors for assigned actions
- Team members in the Project Planning Resources
To access the window, choose File > Manage Database > User Groups.
In a secure database, this is available only for users with the "Manage users and logins" permission.
Adding or Editing a Group
The table displays a list of the user groups that have already been defined in the current database.
To add a new group, click Add.
To view or edit an existing group, double-click the row or select the row and click Edit.
The Available Users list shows all of the user accounts in the current database that are not yet assigned to the group. Double-click or use the buttons to move at least one user into the Selected Users list.
Deleting a Group
To delete an existing group, select a row and click Delete or press the DELETE key.
If the user group has been assigned to any existing actions, messages or project planning teams, the group will be removed automatically and those users will no longer be assigned in the affected records. There is no undo for delete.