How do I create a user group?

1. Login to your Foundation Account.

Navigate to the system tools.

3. Adding a New User Group.

Adding a New User Group.

3.1. Enter a Name for the user group.

Note: Description is an optional field.

Enter a Name for the user group.

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.

Select what Tools you wish this user group to have access to.

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.

Selecting options for Table Access.

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.  

Selecting options for Form Access.

4. Congratulations your User group is set up.