- Creating & Modifying User Groups

To create a new User Group (or modify the Capabilities granted to an existing group), click Start Configuration> Users & Security > User Groups.

To create a new group click New Group.

Within the Main tab enter a Name and Description for the group.

If you want to limit the location from which members of this group can login to Workbooks you should open the Login Restrictions reveal.  In the Permitted IP addresses field you should enter the IP address or addresses from which the group members are allowed to login.

Once you've restricted Users to specified IP addresses, you might find that you want some Users to be exempt from this restriction.  In this instance, you should create a new group, add the exempt Users only and check the box next to Exempt from IP address restrictions.  This setting will override the limitation on IP address access that may be applied to any of the other groups that the User belongs to.

To add a User to a group, open the Users tab click Add Users and tick the checkbox next to the appropriate User name(s).

Open the Capabilities tab and click Add Capability, which opens a list of all the Capabilities available in Workbooks.  Select the Capabilities you want to grant to this group by ticking the checkbox on the appropriate row(s).  When you've added all the ones you want, click Save & Close.  (Remember, an individual User's Capabilities are the cumulative total of all those they have from each User Group to which they belong.)

To modify an existing group, click on the name in the right-hand grid and make your required changes.