Creating a Custom Security Group

The Security Groups screen is used to manage screens, Add Edit Lists, Groups, DocLink Document Types, Users, and eHub security.

From the System Menu, click Security, and then click Security Groups.
Type a unique name for the Group in the Description field, and then press Tab.
Enter any Notes that pertain to this Security Group, and then press Tab.
In the Screens tab, click on the new row (marked with an asterisk), and select the screen to add to the Security Group. Select any appropriate Features at the bottom of the screen.
Optional - In the Add Edit Lists tab, click on the new row, and select the add/edit lists to add to the Security Group.
Optional - In the Groups tab, click on the new row, and select the Security Groups to add to the Security Group.
Optional - DocLink Users - In the DocLink Document Types tab, click on the new row, and select the Document Types to add to the Security Group.
Once you have created the custom security group, use the SYS: User Security screen to add it to the appropriate User Name.

Tip: For more information see Security Groups Overview and Security Groups By Module.