Groups

A Group is a collection of individual users with specific Roles. Click here to see the permissions that are set when Roles are defined.

Create a New Group

1. Click User Admin in the navigation bar or on the icon. This brings you to the “User Administration” screen.
2. Click New to go to the “Group Management” screen.

3. Enter a Name for the Group.
4. Enter a Description for the Group.
5. Click <Save. The Group is saved and the screen updates, allowing you to associate Roles to the Group.

6. Click Create to create a Role for the group. A Privileges window opens, with 12 tabs.

7. With these tabs, you can assign permissions to the Role, for every function in DocuBreeze. Each section of DocuBreeze is broken out to the most basic level to choose the privileges associated with the Role being created. For more information about privileges, see the Privileges help section.
8. A check mark in a box means that a User in the Group, with this Role can perform the corresponding function.
9. Check Select All to choose every item in a column.
10. Grayed out boxes are not applicable to that particular function.
11. DocuBreeze will save your settings from tab to tab until you have completed setting up a Role.
12. When you have set everything on the 12 tabs and click Save, the window will close and you will return to the “Group/Role Management” screen. In the Role List, you will see the name of the new Role.
13. Click Create to add another Role, Modify to select and change an existing role, or click Save to save the Group you have created and associated Roles.

Assign Groups to Users

1. To add Users to a Group, click on User Admin > Edit to get the Search screen.
2. Enter the name, or Description, of the User, to narrow the search, and click Search. If you choose to not enter any criteria and click Search, DocuBreeze will return all users. .
3. Select a User by clicking on their name.
4. Click Add to assign a Group and Role to the User.
5. A new “Group/Role Assignment” window opens.

6. From the drop down menu, select a Group to assign to the User.
7. In the check boxes, mark the Role(s) to assign to the User.
8. Click Save to save the Group and Role assignment, and the window will close.
9. The User Management screen will update with the new Group information. Click Save to update the User.

Edit Groups

1. To add Users to a Group, click on User Admin > Groups > Edit to get the Search screen.

2. Enter the name, or description, to narrow the search, and click Search. If you choose to not enter any criteria and click Search, DocuBreeze will return all Groups.

3. Select the Group that you want to edit by clicking on its name.
4. To change the roles associated with a Group, click <Modify. A new window opens.
5. A mark in a box means that the Users in the Group can perform the corresponding function.
6. Check Select All to choose every item in a column. Make any Edits to the Group, and when you have made all the desired Edits, click Save.

Note: If the Group has active Roles and Users, you will not be able to Delete it.