Setting up System Users

• Users
• Groups
• Roles
• Assigning Permissions

NEWS & TIPS

• Site Access Keys
• Top: Alt+t
  Previous: Alt+,
  Next: Alt+.
  Up: Alt+;
  (Note: use Ctrl on the Mac)

Groups

Placing multiple users into groups is a great way to customize permissions in the system. Groups are managed in the Administration area.

To create a new group:

1. Go to the Administration area and click the Users, Groups, & Roles tab on the left side navigation menu.
2. Click Create New Group.
3. On the General tab:
   Type in a Name for the group.
   
4. On the Users tab:
   Select the users that should belong to the new group. Users may also be added to a group on the user level.
5. On the Roles tab:
   Select the desired role level. If the role of the group is higher than that of a member user, that user's role will be promoted to that level.
6. Click Submit to save your new group.

Groups can be viewed, edited, or deleted by clicking on the group name in the Administration area and selecting the appropriate choices.

In addition, all group activity may be monitored by clicking on the group name in the Administration area and selecting Workflows or User Audit Trail.

Videos

• Roles in Cascade Server

See Also

• Group
• Audit Trail

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