Table of Contents

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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

Creating a user group

Creating a user group

Create a user group when multiple users in your organization need to perform the same tasks and need the same access rights for different types of assets. Group members can perform tasks and access assets based on the roles that you assign to the group. You use the Administrator service to create user groups and assign
Reference 360
roles to groups.
  1. In the service menu, click
    Reference 360
    .
  2. In the
    My Services
    window, click
    Administrator
    .
  3. Click
    User Groups
    .
  4. Click
    Add Group
    .
  5. Enter a group name and optional description.
  6. In the
    Assigned Roles
    section, select the
    Reference 360
    roles that you want to assign to the group.
    For more information, see Reference 360 roles.
  7. To assign a user to the group, move the user from the
    Available Users
    list to the
    Assigned Users
    list.
    You can also assign a user to a group when you create or edit a user.
  8. Click
    Save
    .

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