Step 7 - Creating User Group Permissions

How to Create Group Permission

1. Click: ‘SETTINGS’ TAB in the left menu column

2. Beneath ADD USER button locate and click ADD GROUP blue button

3. At top of screen locate Create User Group and add group Name and Description

4. Under USERS carefully select members for the group using the search bar and/or by manually selecting each group member by checking each one.

5. Carefully select FEATURES you wish to authorize for group by checking the boxes.

6. Below Features find ‘Data Slicing’ and click ‘Data Scope’ drop-down (be mindful of different data slice categories and repeat the process below for each category)*
Carefully select one data category at a time to grant various data access permissions (be mindful not to grant visibility to data you wish the group not to have access)*

7. Carefully select Data Slice items that you wish group to access. (be mindful not to grant visibility and access to sensitive data slice items for the group)*

8. Beneath the Data Slice items find the Impact Center drop-down. (be mindful of different impact center categories consisting of customers and vendors and repeat the process below for each category)* 

9. Carefully select customer and vendor Data Slice items that you wish group to access. (be mindful not to grant visibility and access to sensitive data slice items for the group)

10. Only after steps 3-9 are completed locate SAVE button at top or bottom of screen and click.


*IMPORTANT TIP:
Carefully select customer and vendor Data Slice items and Categories that you wish group to access. (be mindful not to grant visibility and access to sensitive data slice items for the group)
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