Access Groups are a feature that allows you to create simple relationships between users and Assignment records. A relationship from a user to an assignment can be created using different access groups - a user can be linked to several access groups as can an assignment.

In the example below, users with at least 1 access group defined from the assignment record will be able to see the assignment record even if it has multiple access groups. This does not require users to have the same access groups as the assignment. Please refer to Figure 1.

Access groups can also prevent users from viewing the assignment record and should be a specific group is applied to restrict access. Please refer to Figure 2.

When a user is linked to an access group, by inheritance a user also obtains access to the assignment’s employee and company. A user will have access to the company as long as there is at least one assignment on the user’s access group list of the user.

To enable Access Groups, add the necessary rights to Screen: Access Groups and Screen Section: Assignment Access Groups

Access Groups are created at a system level on the Access Group screen. Click

to create a new security group and click

to edit an existing one.

Populate the Name and Description fields. The inactive flag lets you control the group visibility when tagging it to users and assignments. Click

to create the access group.

To use access groups, allocate them to:

When maintaining an access group, you can see assignments and users that have been allocated to it in the tables below the group details:

You can edit an assignment or user directly from these tables by clicking the

.