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FactoryLogix Learning

Create a user group

ADMINISTRATOR

User groups allow system administrators to group multiple users together and easily manage bulk user rights administration and approval signoffs.

Note:

Individual users must already exist in the system and have active FactoryLogix accounts before they can be added to a user group. To learn about how to create a new user, see Create a user.

Tip

When you create a user group, you can quickly assign the same role to all members of the group, making it easy to change both the role and the permissions for the entire group with a single click. See About user roles for more information.


  1. Log into the FactoryLogix Office client application.
  2. Select System Configuration System Configuration button > Users and Roles.
  3. On the Manage People tab, select Add New User / Group Add button.

    Manage People tab

  4. In the Add User / Group dialog, enter a name in the FactoryLogix Group field, then select OK



    Note:

    Group IDs must be unique. If you enter a group name that is already in use, a Red X will display next to the name to indicate that you must enter a different group name.

  5. Enter the group email address in the E-Mail field under Group Information.
  6. Select the Add Add buttonbutton on the Users tab to display the Please Select User(s) dialog where you can select users to add to the group.

    Add group members

  7. Ctrl+click to select the users for the new group (Shift+click to select a range of users), then select OK.

    Please select user(s) dialog


  8. Select the Roles tab, then select the desired role for all the users in the group.
  9. When you are satisfied with the group information, select Save.

    Note:

    Use the Delete Delete button button on the Users tab to delete selected users from a group.


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