› Vendors and groups › Groups › Create a new group

Create a new group

User groups are one means to control access to document types and document type-specific actions. You can create new groups, if required.

To create a new group, complete the following steps.

  1. In the Worklist, select Configuration > Groups maintenance.
  2. Click New.
  3. In the General data pane, enter a name for the group.
  4. Select the Worklist for that group.

    All users assigned to that group have access to this Worklist.

  5. In the Document-type restrictions pane, click Add doc-type and select the document type to which the group should have access.
  6. Optional. If the group should be allowed to perform only specific document-related actions, complete the following sub-steps.
    1. Under Document-type, select the document type for which you want to set up restrictions and click Access restriction fields.
    2. Click Add field.
    3. Enter the internal ID of the field for which you want to set up a restrictions as the Fieldname.
    4. Define a valid Type - Fieldvalue combination. For a list of possible combinations, see Access restriction fields.
    Example To allow a group to view documents of company 3000 only, in the Fieldname box, enter COMP_CODE, from the Type list, select value, and in the Field value box, enter 3000 the field value.
  7. Click Save.