> Setting Up New User Groups

Set up user groups so that people who perform similar tasks within the organization have the same privileges.

Datastream 7i is configured with two user groups: R5, containing one user, and R5EMPTY, containing no users. The R5 user group has full access to all functions, including data setups, system setups, and system administration setups. R5EMPTY has no permissions. After installing Datastream 7i, change the user password immediately. Only the system administrator should have access to this user.

   After setting up users within a user group, the system administrator cannot delete the group. Datastream strongly discourages using the predefined R5 and R5EMPTY user groups as default user groups because menus and authorizations of these two groups might be replaced during system upgrades.

Follow these steps to set up new user groups.

  1. Open the User groups form (BMGROU).

  2. Click the Record view tab. Datastream 7i displays the Record view page.

  3. User group—Enter a unique code identifying the new user group, and then enter a brief description of the user group in the adjacent field.

  When creating new user groups, copy the existing permissions and authorizations from either the R5 user group or the R5EMPTY user group. For user groups that need access to only a few functions, copy the R5EMPTY user group and set up permissions for the few necessary functions. For user groups that need extensive system privileges, copy the R5 user group, and then turn off the unnecessary permissions.

  1. Class—Click to select a class code for the user group.

   Specify a Department to use as a default value for the user group or use field security to restrict user access to data based on this field.

  1. Department—Click to select a default department for the user group.

  2. Default printer—Click to select a default printer for the user group.

  3. Requestor—Select to indicate that the user group is a Requestor group. Requestor users only have access to a limited number of functions.

  4. Corrections allowed—Select to allow users to make corrective hour bookings in the work management module.

  5. Copy from—Click to select, from the list of previously defined groups, the ID of the group from which to copy menus, permissions, and status authorizations to the new user group.

  6. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.