Create a panel authorization group

About this task

Note: This function is available only to CSAs. The company must also be configured for panel authorization.

Procedure

  1. On the main menu, select Administration, and in the Manage section, select Panel Authorization Groups.

  2. On the Manage Panel Authorization Groups page, click Create Group.

  3. On the Create Panel Authorization Group page in the Panel Group field, select the group name to which you want to add users.

    The Create Panel Authorization Group page displays two lists:

    • The User List shows all available users.
    • The Selected User list shows current group members.

  4. You can define the users that appear in the Selected User list as follows:

    • To add a user to the group, select the user from the User list, and click the arrow under Move Selected that points towards the Selected User list.

    • To remove a user from the panel group, select the user from the Selected Users list, and click the arrow under Move Selected that points towards the User list.

      Note: The User List includes only users entitled as Approvers.
    • To add all users from one list to the other, click the arrow under Move All that points in the direction you want to move all users.

  5. Click Preview Group.

  6. On the Preview Panel Authorization Group page, review the group definition.

  7. To accept the group definition, click Submit Group.

    The Manage Panel Authorization Groups page appears with the new group added.