Create a user group

Procedure

1. From the Administration tab, in the Create section, select New User Group. The Create New User Group page appears.

2. In the User Group Information section, define the name of the user group and a user group description. The following table defines the user group information fields.

   User Group Name

   This name is displayed for the group on the Manage User Groups page as well as the Create, View and Edit User pages. Use a name that most closely identifies the attributes and entitlements.

   Description

   This description is displayed along with the user group name. Enter descriptive information to make it easy to distinguish this group from other groups.

3. In the Access Level section, define the various access levels. The following table defines the access level options and provides links to further instructions, if necessary.

   Security Level

   Either or both of these options:

   • System administrator – Grants Company System Administrator (CSA) privileges.
   • Manage confidential batches – Enables permission to handle confidential data input batches.
     Note: The availability of this check box is based on your company's configuration. If it is not displayed, this feature is not applicable to your company.

   Approvals

   Determines whether user assigned to this group has approval privileges.

   If Set approval privileges is selected, approval access is granted. Once granted, the specific features for which approvals are enabled must be defined.

   Select Set Approvals to select specific approval privileges.

   Note: This option does not affect approvals that may be required for user maintenance tasks.

   Confidential EFD Access

   Determines whether access is granted to the user group for confidential file types. If access is granted, the specific file types for which access is permitted must be defined.

   Select Set Access to select the individual files type.

   Note: Confidential EFD Access is only available if your company settings required permissions for confidential EFD access. If it is not displayed, this feature is not applicable to your company.

   Payment Limits

   Determines whether payment limits are set. Unlimited access permits users assigned to the user group to create transactions for any amount up to your company's limits.

   Select Set Custom Limits to restrict the user group's amount limits.

4. In the Account, Function and Data Service Entitlements section, select the appropriate level of entitlements. The following table describes each level of entitlements.

   None

   The group does not have entitlements to any of the account, functions or data services.

   Custom

   The group has customized entitlement.

   When this option is selected, the custom entitlements must be defined. By default, no entitlements are defined.

   Full

   The group provides users full access to all associated accounts, functions, and data service entitlements.

5. Do one of the following based on you selection for User Group Entitlements:

   If...	Then...
   You selected either None or Full	Click Save. The Manage User Groups page appears showing that you successfully created a new group. The group appears in the list of user groups.
   You selected Custom	Click Save and Continue. The Entitle User Group page appears. Use the Entitle User Group page to set the individual entitlements for the user group.