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User Group Permission Definitions
We're going through some changes! As we continue to make improvements to our software, we are changing how our permission options affect end users. Because of this, you may notice that some permissions are listed as not in use. Thank you for your ...
Create/Edit/Link a User Account - Configurations
When a new user needs to be added to a NEXGEN site, they must be added as both a user and an employee. The user record for a new employee holds their login information and user privilege settings while the employee account stores employee ...
Enable a UDF as a Search Parameter - User Defined
NEXGEN users have the option to adjust the visibility of existing UDFs in select modules' search sections. Doing so will allow for the UDF to be used as a search parameter. Navigate to the User Defined Module To navigate to the User Defined module: ...
Create New User Group
1. Settings > User Group 2. Click on +New > enter user group name 3. Check boxes assigning user rights 4. Click Save button A new user group will be created and show in the user group list view.
Clone a User Group
Go to Settings > User Group Click on a user group to clone Click Save As Enter a "Group Name" and Comments (optional) Change the User Permissions if necessary Click Save