Manage User Groups

Use the Manage User Groups page to view and maintain your user groups.

Name

User group name

Description

Description of the user group

Entitlement

One of these access levels for the user group:

  • None – The user group has no entitlements granted.
  • Custom – The user group has specific entitlements.
  • Full – The user group has all current and future entitlements.
Approver

If this option is checked, any user in the group can approve transactions processed by other users.

If this field is blank, no one in the user group has approver functionality.

Admin

If this option is checked, a user in this group can manage other user's entitlements.

If this field is blank, no one in the user group can manage other user's entitlements.

Approval Status

Indicates where the user account is currently in the approval process

This column only appears when approvals are required.

Last Modified

Information about the last change to the user group account

Action

Displays these functionality options as links on the Select Action list:

  • Copy User Group – Opens the Copy User Group page where you can view or make changes to the user group
  • Edit User Group – Opens the Edit User Group page where you can view or make changes to the user group
  • View Group Users – Opens an overlay that shows a list of users with access to the user group
  • Add Users – Opens the Add Group Users overlay that enables you to select users to add to the user group
  • Remove Users – Opens the Remove Group Users overlay that enables you to select users to remove from the user group