Create Group

The left pane of the Create Group page contains search categories that are available with your application subscription.

Select a category to show the associated searches in the body of the page. By default, the Show All option is active.
Procedure
  1. In the Administration module, point to Groups, and click Create Group.
  2. At the top of the page, click Change Billgroup, and select the billgroup for which you want to create a group.
    The same billgroup may appear more than once. Billgroups identified with RS contain historical records and should only be used for historical reporting. Billgroups without the RS designation contain newer records that let you complete group edits and additions.
    note.pngIf you are authorized to create groups for only one billgroup, this link is unavailable.
  3. Enter a name for the group.
    This is a required field.
  4. Enter a description for the group.
  5. Assign search forms to the new group.
    By default, all of the available search forms and reports are pre-selected. Clear check boxes for the forms or reports you do not want to be assigned to the new group. Click sub-options within forms to specify additional restrictions or options that appear when a user accesses the form.
    tip.pngTo filter the search list by category, click the category group name in the left pane. To view a representation of the searches in the application, click Simulate the Home Screen.
  6. Click Optional Group Selections to display the additional global configuration options for the group.
    Global configuration options apply to all users that are assigned to the group. For example, if you assign the GLBA (Gramm‐Leach‐Bliley Act) Permissible Use default of Legal Compliance to a group, this permissible use is automatically selected for all users in the group. When the users who belong to the group sign in, the GLBA Permissible Use list displays Legal Compliance and they cannot change it.
  7. To assign users to the new group, click Assign Users.
  8. Select one or more user names in the Available Users list, and click the right arrow to move them to the Assigned Users list.

    Use the following list tools to find and move users:

    • Enter all or part of a user name in the search field above the appropriate list.
    • Use the left and right arrow buttons to move users to lists.
    • Click Select All to select all of the users who are in a list.
  9. Click Create.