Group Administration - Knowledge Base - ComplyAssistant

Groups

You can create one or more groups, assign users to each group, and configure permission for the group as a whole. To access this setting, click Groups on the left side of the Settings page.

Edit a group

To edit a group, click the small drop-arrow in the upper-right corner of a group panel. Then, click Edit.



If necessary, you can change the group Name. You can add one or more functions in the Functions panel. Click the Add a function link, choose a Function, and then check the boxes for which user actions are permissible for that function.


Similarly, you can also add one or more Dynamic fields, Categories, and Locations. 


At the bottom of the page, choose Yes for Access Rights to limit a user to viewing only items changed by that user or assigned that user. 



Assign users

To assign users to a group, click the small drop-arrow in the upper-right corner of a group panel. Then, click Assign Users. In the popup window, insert the cursor into the field to display a drop-down list of users. Choose a user, and repeat this until you add all the users you want in this group.



Delete a group

To delete a group, click the small drop-arrow in the upper-right corner of a group panel. Then, click Delete. Click OK to confirm.

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