Editing Existing Access Groups
Access Groups, or clusters, determine what users are able to see when signed in to
. Depending on your organization, Access Groups may be based on group name, customer name, branch number, client number, or more.In many cases, Access Groups are manually created. In some cases, Access Groups are created automatically.
- In to
- From the Administration menu, select Access Groups.
- All existing Access Groups are displayed on the bottom half of the screen. You can search and filter to find your Access Group with tools in the following sections:
- Filters: Fill out the filter fields in the upper part of the screen to adjust your view. Click Apply Filter to search and Reset to reset the parameters.
- Access Groups: You can sort and search in this section.
- Sort: Sort by Active Only, Inactive Only, and All.
- Search: Enter the name details in the Search field to find Access Groups.
- Filters: Fill out the filter fields in the upper part of the screen to adjust your view. Click Apply Filter to search and Reset to reset the parameters.
- Select the Access Group you need to edit by clicking the name.
- Here you can perform the following actions:
- Updating Definitions: Definitions indicate the kind of information that will be included in the Access Group you're creating. If an Access Group doesn't have a definition, it will not provide visibility into any labor details. For full definition information, see Creating New Access Groups.
- Add a New Definition: Click the Add Definition button.
- Delete a Definition: Click Delete under the Actions column for the appropriate Definition.
- Deactivate or Re-Activate the Access Group: Click the appropriate Deactivate or Re-Activate button under the Name field.
- View Assigned Users: Click the Users tab to see a list of Time Management Console Users assigned to the Access Group. You won't see any names listed here if no one is assigned to the Access Group.
- Updating Definitions: Definitions indicate the kind of information that will be included in the Access Group you're creating. If an Access Group doesn't have a definition, it will not provide visibility into any labor details. For full definition information, see Creating New Access Groups.
- Click Update to save your changes.
- Click Back to List to return to the Access Groups List screen.
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