Define group hierarchy using the User Permission Wizard

Groups in Made2Manage enable easy assignment of user permissions. You can group users based on some criteria such as their role or the department they work in.

Use the Group Maintenance (GROUP) page to create a new user group, change the parent group, or delete a group. For more information about managing groups, refer to Maintain user groups.

Made2Manage groups now follow a hierarchical structure. You can add a group to another group. The child group inherits the permissions of the parent group. However, you can modify the permissions of the child group. The EVERYONE group is at the root level. You cannot move this group to any other group. To specify a group as an independent group with no parent, add it under the EVERYONE group.

Use the User Permission Wizard (PERMWIZ) page to define the group hierarchy.

To add a group to another group

Open the User Permission Wizard (PERMWIZ) page.

a. Select Utilities > Maintenance > User Permission Wizard.

Or

b. Search for PERMWIZ or User Permission Wizard in the Navigation box and then select User Permission Wizard.

User Permission Wizard (PERMWIZ) page appears.

2. Click the Groups tab.

3. Select the required groups and drag them to the desired parent group.

{b} {color #000000} Tip: {/color} {/b}To select multiple groups, hold down the Shift or the Ctrl key while clicking the left mouse button.

{b} {color #000000}Note: {/color} {/b}When you drag a group that includes sub-groups or pages, the group hierarchy is retained. That is, the child groups and its assigned pages are also assigned to the company.

4. On the Toolbar, click:

» Save: To save the changes and remain in the wizard.

» Save & Continue: To save the changes and move to the next tab of the User Permission Wizard (PERMWIZ) page.

» Cancel: To discard the changes.

{b} {color #000000}Note: {/color} {/b} Restart Made2Manage if you have made any changes on the User Permission Wizard (PERMWIZ) page.