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LESSON 12: UTILIZE THE USER MANAGER TO SET
PERMISSIONS
Learning Objectives
• Create user groups
• Set user permissions for a group
• Populate group with users
• Send login/reset password message
Introduction
The process of setting up users in the system consists of two steps. Firstly, we need to
create personnel records. Secondly, we must assign personnel to user groups. The User
Manager tool simplifies the process of adding new groups, finding user details and
permissions, managing login and password, as well as keeping track of the groups that have
already been created.
Default user groups included in the system are Personnel: No Access; Overall Firm
Administrator; Administrators, No Group, Full User Group, CRM User Group.
Activity 12.1 – Create user groups
Activity Steps
1. Click the Administration button
a. Hover over General Administration
b. Select User Manager from the secondary dropdown menu
2. Click the + New User Group button at the top-left of the module
3. Type “Users: Seller Doer User Group” into the Name field
4. Click Create Group
User Group Permissions
Manage User Permissions in the bottom pane of the User Manager module. The first tab
summarizes the set permissions. The second tab lists all modules in the left and the
individual keys in the right pane.
When setting up permissions for User Groups, three User levels can be defined within most
Modules. They are Full, Self, or Firm Org.
Full – User can read, edit, and delete every record within the assigned module
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