› Vendors and groups › Groups › Create a new group

Create a new group

User groups allow you to control access to document types and document type-specific actions.

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 the group.

    All users assigned to the group will 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 restriction in 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 the documents of a company with a company code "3000" only, in the Fieldname box, enter COMP_CODE, from the Type list, select value, and in the Field value box, enter 3000.
  7. Click Save.