Editing a User Group

To edit a user group

1. On the Navigation Tree, click Rights and Privileges, and select User Groups.

2. Click the name of the user group you want to edit or click anywhere on the row, and then click . The User Group page appears.

3. Make the necessary changes. For details about how to change its items, refer to Adding a User Group.

4. To grant access rights, select an appropriate tab at the top of the page. The following tabs are available in the Edit mode:

• Group tab allows you to modify the user group name and description and grant common and specific privileges to the selected user group.

• Views tab allows you to specify what views of the document search results page or RMS views page will be available for the current user group. To do this, select or clear appropriate check boxes, and click Save.

• Settings tab allows you to modify the notification settings, particularly the number of days when an alert about license expiration will be shown.  

Note: The Defined check box is disabled by default. If the setting is not “Defined,” then the global setting under System Preferences applies.  

1. • Portlets tab allows you to assign portlet access rights to the current user user group..

   • Templates tab allows you to assign document templates to the current user group. To do this, select a document type from the list, then drag appropriate items from the left pane to the right pane, and click Save.

   • Models tab allows you to assign models to the current user group. To do this, drag appropriate items from the left pane to the right pane, and click Save.

1. • Folders tab allows you to assign folders to the current user group. To do this, drag appropriate items from the left pane to the right pane, and click Save.

   Note: You can copy rights of a user group by clicking the Copy Profile button available on the aforementioned tabs, except the Views tabs.

5. Make the necessary changes and click Save. The system saves the modified user group to the database and displays the updated User Groups page, if the operation is completed successfully.