How do I create a user group?
1. Login to your Foundation Account.
2. Navigate to the system tools.
3. Adding a New User Group.
3.1. Enter a Name for the user group.
Note: Description is an optional field.
3.2. Select what Tools you wish this user group to have access to.
Note: You can also choose not to select any of the tools, which would be the case in most situations for basic users.
3.3. Selecting options for Table Access.
Choose the folder(s) you would like to give access to and select what options you want to allow them.
Note: The symbol that looks like an eye allows read only access to the table, the pencil allows modification of the data within the table, and the trashcan allows data to be deleted from the table.
3.4. Selecting options for Form Access.
Choose the folder(s) you would like to give access to and select what options you want to allow them.
Once you select the options you want to allow them, click the save button to save your User Group.
