Groups
CAMĀ user groups can be added or edited here. Commonly Data Uploader will upload the firmās groups, but manual groups can be managed here.
Group Creation
Go to the quick actions icon with 9 cubes and click on Account Management.
Account Management shows the following tabs:
2. Once the page loads, click theĀ GroupsĀ tab.Ā Then follow the Add Group steps below.
Required Permissions
Permissions | Allows User To |
---|---|
Permission for viewing User Management | Access the User Management Module |
Create Groups | Add a new user groups (Hides theĀ Add GroupĀ button) |
View Groups in User Management | View User Management>Ā GroupsĀ tab (Hides the Group tab) |
Tip:Ā ReadĀ hereĀ for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.
Assign Users to a Group
In theĀ MenuĀ column,
Click theĀ above icon and selectĀ Users.
In the window forĀ Users, clickĀ Add Users. In theĀ Assign UserĀ window, type information in the provided fields, based on the table below.
Field | Description |
---|---|
Selected Group | Displays the selected user group name. |
Users | Select the user name from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the user name, which will auto-complete if it is added inĀ Users. |
3. ClickĀ Save.
4. If successfully added, a message forĀ Update CompleteĀ is displayed. The list of information displays in the following columns:
Column Name | Description |
---|---|
Name | Displays the user name added to the group. |
Displays the email address of the user. | |
Last Edited By | Name of the user who was logged in when the change was made. |
Action Menu | Click the icon, selectĀ RemoveĀ to delete the user from the group. |
Ā
Add Security to a Group
ClickĀ SecurityĀ in the Action column.
In theĀ SecurityĀ window, click theĀ Assign RoleĀ button
Select theĀ GroupĀ from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Groups.
Select theĀ RoleĀ from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Roles
ClickĀ Assign
Ā
Related content
Let's Connectš
ā +1 630.598.1100
ā āŖ+44 20 3880 1550ā¬
š§ support@litera.com
š» https://www.litera.com/support/
š Support is available:
4 am - 8 pm US Eastern
(9 am - 1 am GMT/BST
7 pm - 11 am AET) on normal business days (excluding holidays)
Ā© 2024 Litera