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Add a user group

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If you have administrative permissions, you can add user groups to determine permissions for a set of users.

  1. On the Admin Tools menu, click Permissions. The Permissions page appears. This displays the Groups panel with a table of all existing user groups.

  2. Above the list of groups, click Add Group. The Group: New Group panel appears.

  3. In Group Summary section, in the Name field, type a name to identify the group (e.g., AdOps), and optionally, in the Description field, type an explanation for the group (i.e., Permissions for the Ad Operations team).

  4. In the Users in This Group section, select the usernames you want to add to the group, or click Select All to add all available users. As you select users on the left, they're added to the list of users on the right.

  5. In the Features Available In This Group section, clear the check boxes for the features this group shouldn't be able to access. Select the check boxes for the features this group should be able to access.

    The features are broken up into the following sets: Capacity, Availability, Products, Orders, Proposals, Pricing, Reports, Scenario, Admin Tools, and Other.
    All features are selected by default.

  6. Click Save.