User Groups can be created and individual users can be assigned to the Group, allowing you to split the company into different work sections.

User Groups can then be assigned to particular applications in Security Settings.

Create a User Group

1. From the Home menu, select Home > System > Security Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Security Setup to go to the Security Setup menu:

      

2. From the Security Setup menu, select User Groups.

   1. Click User Groups to open the User Groups screen:

      

3. On the User Group screen, if the User Group that you want is not already in the list, click Insert.

   

4. On the blank User Group screen, enter a User Group Name and User Group Description, then select Assigned Users from the Available Users list.

   

5. Click Save to keep the changes.

   

6. Click Discard to discard all changes.

   

User Group Name

The name of the User Group allows up to 30 characters, this could be departmental, or you could choose to have security levels such as General Staff, Supervisors, Management, Maintenance etc.

User Group Description

A descriptive field to describe the user group further.

Available Users & Assigned Users

A list of all users created in Tourplan will display in the left hand column, and users assigned to the user group will display on the right hand side. You can move the users from Available to Assigned by highlighting the user and selecting the chevron. Alternatively the user group can be defined against the user.

NOTE: Users can be removed by highlighting the user's name from Assigned users and selecting the chevron to move the user to Available users.

Once User Groups have been created, the next step will be to define the Security Settings by Group. Please refer to the Group examples in the following locations to better understand how Group Security Settings can be used for High Level Security, and Low Level Security Example.