Group Managers

If a user is to be a manager of a user group, the option must be first activated in the Admin > Firm Configuration > Security Options tab.

In Access Control, go to the user who should be a Group Manager. Choose Edit on the User’s Login ID and proceed to the user’s Groups tab.

1. Make sure the correct Location is displayed and that the correct Available Groups are in the list on the right.
2. Highlight the group that JDOE should manage.
3. Check the Group Manager option.
4. When the Available Group (in this case, the DALLAS_PREPARER group) is assigned, the group will move from the right column to the Assigned Groups column on the left.
5. To show that JDOE is the manager of DALLAS_PREPARER, a plus (+) sign will show in front of DALLAS_PREPARER group.

   

The Group Manager can:

• Assign or Remove Accounts
• Add or Remove Members.

 

 

 

RS Resources/exp_groups_users_6.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

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