Edit user group information

Related information

Related topics

• Assign a role to a user group
• Allow user groups access to dashboards
• Allow user groups access to financial reports
• Deny user groups access to financial reports
• Assign user groups to an instance—Consoles
• Allow or deny user groups access to Purchasing transactions
• Allow user groups access to Order Entry transactions
• Allow user groups access to Inventory Control transactions

You can edit the user group description and adjust the roles associated with a user group. However, you cannot edit the user group name because it is the record ID.

1. Go to Company > Admin > Users, roles, and groups and select Groups.

2. Locate the user group and select Edit.

   • From the User group information tab, you can edit the Description.

   • From the Roles information tab, you can add or remove roles assigned to the user group.

3. Select Save.

1. Go to Company > Admin > Users, roles, and groups and select Groups.

2. Find the user group that you want to edit

3. Select Edit at the end of the row.

   • From the User group information tab, you can edit the Description.

   • From the Roles information tab, you can add or remove roles assigned to the user group.

4. Select Save.