Add a permission group
Permission groups allow you to set permissions for a group of users instead of for each user. After you create permission groups, you can add users to one or more of those permission groups to assign permissions to them.
To add a permissions group, follow these steps.
- From the company setup menu, choose Permission Groups.
- Enter a name for this new group as a reference.
- Click one of the following and select the available areas of OnBalance for the permission group.
- Permissions: Define the permissions for this group. These permissions will be assigned to every member of the group.
- Reports: Define the reports to which the members of this permission group will have access.
- Dashboards: Define which dashboards will be available in the Home screen.
- Click Save and Close.
Note: OnBalance provides some pre-defined permission groups, but you can change them as needed.
The availability of some or all of these features depends on your version of OnBalance.