Granting interface permissions to user groups

Specify the functions to which user groups have access and specify the permission levels for each function.

To grant interface permissions to user groups:

  1. Open the User Groups form.
  2. Select the user group for which to grant interface permissions, and then click the Interface Permissions tab.
  3. Click Add Permission.
  4. Function—Enter the function to set up for this user group. The system automatically populates the function description.
  5. Select one or more of the following options to determine the level of interface permissions for the user group:
    • Query—Select to allow users to retrieve records.
    • Update—Select to allow users to update records. Users must have query permission to update records.
    • Insert—Select to allow users to insert new records.
    • Delete—Select to allow users to delete records. Users must have query permission to delete records.
    Note: When you unselect Query, the system automatically unselects Update and Delete.

    When you select either Update or Delete, the system automatically selects Query.

  6. Click Submit.