Chapter 4: Setting up Security and Managing Users
> Step 4.1: Create User Groups
Next Step(s)
Create department User Groups within your organization
Rename the (Department Names) User Groups to your department name (Administration > Manage Groups > User Groups > within the Organization Staff (Basic Permissions)/Departments Parent Group, select the (Department Names) group > Update Group)
Create User Groups for each of your remaining departments/roles (if applicable) (Administration > Manage Groups > User Groups > Select your Organization Staff (Basic Permissions) Parent Group > Select the Departments group > Add Subgroup)
Enter “<Department Name>”, such as Finance, in group name field, select save
Create User Groups for each school (Administration > Manage Groups > User Groups > Select School Staff Parent Group > Add Subgroup)
Create a school staff group for each school
Enter “ <School Name> – School Staff” in the group name field, select save
Create a board member group for each school (if applicable)
Enter “<School Name> – Board Member” in group name field, select save
Create User Groups for each management organization (authorizers-only) * (Administration> Manage Groups > Select Management Organization Staff Parent Group > Add Subgroup)
Create a group for each management organization
Enter “<Management Organization Name>” in the group name field, select save