Access Groups

Access Groups define the modules, records, features, and capabilities available to members of the group. The access group also defines specific permissions such as the ability to approve work orders or to delete records.

A small number of access groups are typically defined. All members of the access group share the permissions assigned to that group. In addition to the rights and permissions assigned through the access group, some rights can be set for individual members:

  • Access to specific locations and report groups can be defined in both the Labor and Requester modules.

  • Modification of accessible applications can be defined in the individual's Membership record.

Access the Access Groups module:

  1. Choose between two options:

    • Click the Open button on the toolbar.

    • Click the Module menu button displayed in the List pane.

      The Module menu will display.

  2. Click the Access Groups option.

    • If you accessed the Module menu from the Open button, the Access Groups list and the Access Group Work Center Home Page display.

    • If you accessed the Module menu from the Module Menu button, the Access Group list displays, but the content of the Work Center will not change until you have selected a record.

The Anonymous Maintenance Requesters access group is automatically created in the system, allowing guest users to fill out and submit anonymous service requests once the new service request is available for activation.