Manage User Groups

Last Updated: Version R2510

A user with User Management access level can organize users into specific groups. A group can be assigned to a specific batch type, simplifying user permissions and access.

Organize users into groups based on who should process batch types; therefore, knowledge of user assignments is essential prior to creating and adding users to groups. Use groups to determine what the user can see in the Work Queue. The user can filter the queue based on batch type, but only if assigned to a group with permissions to view that batch type.

When you Import User Accounts, it is a best practice to create the groups first, and then include the Group Name in the import file per user.

Create a Group

1. Click Settings.

2. Select Groups.

3. Click Create New Group.

4. Enter a unique group name.

5. Set the Status to either Active or Inactive. The group assignment is only enforced if the status is set to active.

6. Add Users to the group. Use the + symbol to continue adding users. Each user is listed in the screen so you can verify the group members.

7. Assign one or more Batch Types to this user group. Use the + symbol to continue adding batch types.

   On the New Batch screen, the Operator can filter the list based on Batch Type, and they will see all batch types that they are members of. Batch failure alerts can also be established based on group membership.

8. Click Create Group.