Maintain Groups Help

MAINTAIN GROUPS

This screen displays a list of groups assigned to your web site, and provides access to screens where you can maintain groups of users sharing a common purpose (for example, a company policy committee or Legal Department). A Group can be as small as a single individual, or as large as the entire WSD user community, and provides the following permissions:

Access to Template fields can be controlled by Group membership.
Groups may be given responsibility for approving requests within one or more Group Approval stages. The requirement for group approvals are determined from the Maintain Approval Classes functions. When Group Approvals are required, any member of the group can approve on behalf of the entire group. Users are assigned to groups on the User Permissions screen (see User Administration).Always review existing Approval Classes after performing Approval Group maintenance to ensure that they will still function as originally intended. If not, modify any affected Approval Classes to ensure compliance with your business practices. This includes your "Default" Approval Class.

FUNCTIONS:

ADD GROUP Select this function to display the Add New Group screen.

EDIT GROUP First select a Group from the Groups list, then select this function to display the Edit Group screen.

DELETE GROUP
Select this function to delete the Group. The Confirm Delete Group screen displays and allows you to either confirm or cancel the deletion request.

Before you use this function,
1) Go to the Application Desktop screen and make sure that there are no stages to which the group is assigned that have requests awaiting processing. If there are requests for the group in the stage, wait until they have been approved/disapproved out of the stage before continuing with the deletion.
2) Go to the Edit Stage screen for each Group Stage to which the group is assigned, and in the Default Approval Groups Needed checkbox list, clear the checkbox by the name of the group to be deleted.

RETURN Select this function to return to the System Administration Screen.

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ADD GROUP	Select this function to display the Add New Group screen.
EDIT GROUP	First select a Group from the Groups list, then select this function to display the Edit Group screen.
DELETE GROUP	Select this function to delete the Group. The Confirm Delete Group screen displays and allows you to either confirm or cancel the deletion request. Before you use this function, 1) Go to the Application Desktop screen and make sure that there are no stages to which the group is assigned that have requests awaiting processing. If there are requests for the group in the stage, wait until they have been approved/disapproved out of the stage before continuing with the deletion. 2) Go to the Edit Stage screen for each Group Stage to which the group is assigned, and in the Default Approval Groups Needed checkbox list, clear the checkbox by the name of the group to be deleted.
RETURN	Select this function to return to the System Administration Screen.