How do I assign rights to a new group?
Add a new record to store rights for a group, then you will need to add the group to the user record. You can use the group rights record to make setting up user rights faster than setting up the same rights for each user each time.
Setting up group rights
1. Open System Management > Security > Setup/Modify Group Rights.
2. Click New .
3. Enter the Name.
This is the group name. Use a word or phrase that describes the character or features of the group. Example: Admin
4. Set up the group properties in the Connect application.
Use the checkboxes in the grid to grant the group access to the Connect applications.
Group Rights
To grant the group access to an application, select the checkbox. To remove group access, clear the checkbox.
To grant the group access to a routine or report in an application, click [+] to expand the menu. Then, select the checkbox to allow the group to access the routine or report.
Group Rights
5. Next, set up the group properties for the Connect Online web portal. Click the Connect Online tab to get started.
You'll want to assign the group rights the group will use to access information on the Connect Online web portal.
6. Click Save (CTRL+S).
The group rights have been set up. Now, use Setup/Modify User Rights to add users to the group.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I assign a service category?
Use a service category to group together services that perform a similar function. You can define the service category name, abbreviated names that Connect will use when space is too tight to show the entire name, and the display order in the Service ...How do I set up a new service?
Learn how to create a new service, create a rate, assign the default billing frequency and rate to the new service, and then add the service to a new or existing customer. Webinar: Services and rates Step 1: Creating the service Set up and save a ...How do I assign user rights?
The user rights is a list of applications the user can access in Connect and Connect Online. Use the Rights table to allow or deny a user permission to access applications, components, widgets, and tabs. Clicking the [+] will expand a section and ...How do I review security rights for a group?
Print the Group Rights Report to review the user security for each user who is assigned to a group. The report may help you troubleshoot issues with group security, for example, identifying when the rights assigned to a user interfere with the rights ...How do I assign a group to a user?
Connect allows you to set up a group with group rights. The group rights define which applications, routines, and reports the group can access. All of the users who you assign to the group will inherit the group rights. If the user should have rights ...