Connect User to User Group

Explanation

Use this activity to link users to user groups within a company and to change a user's default user group. This mandatory task is to be performed by a system administrator or equivalent person.

The user group controls the voucher types, accounting periods, and combination rules that are available to the user in various IFS Cloud pages. User can belong to more than one group but only one default group.

You can also reach the Users Per User Group page from the User Groups page, by selecting one or more user groups, and then clicking Users Per User Group.

Prerequisites

This activity has the following prerequisites:

• The user must be entered in the Users per Company page in IFS/Accounting Rules.
• User groups must be entered in the User Groups page in IFS/Accounting Rules.

System Effects

As a result of this activity:

• The user is connected to a user group, which determines the user's permissions, voucher types, accounting periods, and combination rules in various IFS Cloud pages.
• The user's default user group is changed or defined.

Pages

Users per User Group

Activity Diagrams

Modify User Information