Creating user groups

To create user groups:

  1. Open the User Groups form.
  2. Click New Record.
  3. User Group—Enter a unique code identifying the user group, and then enter a brief description of the user group in the adjacent field.
  4. Class—Enter a class code for the user group. The system automatically populates Class Org.
  5. Infor EAM Requestor—Select to indicate that this user group performs Infor EAM Requestor functions.
    Note: The Requestor user group may only submit work requests and/or purchase requests.

    When you change the value of the Requestor checkbox, the system clears Copy From.

  6. Copy From—Enter, from the list of previously defined groups, the ID of the group from which to copy menus, permissions, and status authorizations to the user group.
    Note: For user groups that need extensive system privileges, enter the R5 user group, and then turn off the unnecessary permissions.

    If you do not enter a user group, the system automatically copies menus, permissions, and status authorizations from the R5 user group.

  7. Default WO Type—Enter the default work order type for the user group. The system automatically assigns the selected type as the default work order type for the user group on various forms within the system.
  8. Department—Enter a default department for the user group.
  9. Session Timeout (minutes)—Enter the amount of time in minutes in which the system will timeout.
  10. Corrections Allowed—Select to allow users to make corrective hour bookings in the work management module.
  11. Click Save Record.