Connect User to User Group

Explanation

Use this activity to link users to user groups within a company and to change a user's default user group. This mandatory task is to be performed by a system administrator or equivalent person.

The user group controls the voucher types, accounting periods, and combination rules that are available to the user in various IFS Applications windows. A user can belong to more than one group but only one default group.

Prerequisites

This activity has the following prerequisites:

• The user must be entered in the Users per Company window in IFS/Accounting Rules.
• User groups must be entered in the User Groups window in IFS/Accounting Rules.

System Effects

As a result of this activity:

• The user is connected to a user group, which determines the user's permissions, voucher types, accounting periods, and combination rules in various IFS Applications windows.
• The user's default user group is changed or defined.

Window

Users per User Group

Related Window Descriptions

Users per User Group

Procedure

To perform this activity, follow these steps:

1. Open the Users per User Group window.
2. Query for the user group.
3. To add a user to the group, create a new record.
4. Select the user's ID from the List of Values.
5. To define a user group as the user's default user group, select the Default Group check box in the user's row.
6. Save the changes.

Note: You can also reach the Users Per User Group window from the User Groups window, by selecting one or more user groups, and then right-clicking and clicking Users Per User Group.