Manage user groups

You can assign a symplr Provider user to a user group with shared group access rights and responsibilities. To create a symplr Provider user group and add access to file types, complete the following steps.

1. Open the User Groups - Master Setup system form.
2. On the symplr Provider toolbar, click New.
3. In the User Group section, in Group Name, type the name of the user group.

4. In the Advanced Rights section, complete any of the following substeps.

   1. To give the user group access to symplr Provider, select Interactive Session - Allow Access.

   2. To give the user group access to optional modules, select WEB Sessions - Allow Access.

5. In the Security - Files section, set group access to specific file types.
   1.  Select Forms, then select Add .
   2. In Add Forms, select one or more forms, then click OK.
   3. Optional. In the grid, adjust the user group's access rights to individual forms as necessary by selecting or clearing the check boxes for each access right displayed.
   4. Repeat the above steps for queries, documents, reports, and the other file types listed on the tab in the Security - Files section.
      Warning!

      Shared file types (symplr Provider Documents, Reports, and so on) are driven by shared queries. Anything changed in the Results, Filters, or Linked Items of a shared query will be changed for all user groups and entities that share the query. This may significantly alter or "break" multiple shared files. When a user attempts to make such a change to a shared query, a Warning dialog appears and lists all documents drawing information from the shared query.

6. In Online Data Viewers - Security, set the default provider view for the user group.
   • To show all providers, select Show all providers.
   • To show a subset of providers, complete the following substeps.
     1. Select Show only those providers in the queries below:
        Note

        Filtering Active is enabled by default.

     2. Optional. Add or Remove queries from the grid.
     3. Optional. View Details to assign an Action to a query.
7. Optional. In Security - Flat Files, Add or Remove any flat files.
   1. To allow editing rights to a flat file, click View Details , then select Edit.
8. Click Save.

To add a user to a user group, complete the following steps.

1. Open the Users - Master Setup system form.
2. In Select User, select the user from the list, then click OK.
3. In Account Settings,click Add to Group .
4. In Find User Group, select a user group, then click OK.
5. Click Save.

To remove a user from a user group, complete the following steps.

1. Open the Users - Master Setup system form.
2. In Select User, select the user from the list, then click OK.
3. In Account Settings, click Remove from Group .
4. Click Save.

A user group must be granted access to the entity as part of the master setup record for the entity.

1. Open the Entities - Master Setup system form.
2. Select an entity, then click OK. (for multi-entity users only)
3. In the User Groups section, click Add .
4. In Add User Groups, select one or more user groups, then click OK.
5. Click Save.

You can remove a user group from an entity, or disable entity access for future use.

To remove a user group access using either of these methods, complete the following steps.

1. Open the Entities - Master Setup system form.
2. In the User Groups section, in the grid, select the user group you want to remove, then click Remove .
3. In Remove User Group, perform one of the following actions.
   • To remove the user group and its associated settings from the entity, click OK.
   • To retain the group but remove access to the entity, complete the following steps.
     1. Click Cancel.
     2. In the User Groups section, uncheck Entity Access for the group.
4. Click Save.