Delete a Group

System Administrator Help

Remove a User from a Group

Before removing a user from a group, make sure that the user is assigned to at least one other group. A user must be assigned to at least one group at all times. Note: You cannot remove a user from all groups when multiple users are updating group membership at the same time. To remove a user, select either the group you want to remove the user from or select the user you want to remove. If you... Then... Select the group In the Members/Non-Members list on the General tab, clear the check box next to the user's name. Select the user In the Members box on the General tab, clear the check box next to the group's name. Select Save. Parent topic: Remove and Delete Users

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

System Administrator Help

View a Group's Deactivated Users

You can view all users who have been deactivated from a specific group. Select the group whose deactivated users you want to view. Right-click the group, then on the General tab, select the View Deactivated check box. The list of all users deactivated from the selected group displays. Parent topic: Groups Parent topic: Remove and Delete Users

System Administrator Help

Groups

A user group is a set of users who share similar roles within your organization. Every user must be a member of at least one group. Groups keep users organized and make the maintenance of user rights and permissions easier. Rights and permissions must be assigned at the group level and they apply to all users within the group. There is no limit to the number of groups you can create and no limit to the number of groups to which a user can belong. Note: When a user is in multiple groups within one practice and each group has different rights, the user has all the rights available to those groups when he or she logs on. Add a New Group Add Existing Groups to a Practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Delete a Group Parent topic: Organizing Your Internal Structure

System Administrator Help

Assign a User to Groups within Any Enterprise

After you create a user in one group, you can add that same user to additional groups in any practice within any enterprise that you have the security rights to access. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the user that you want to assign the groups to. Right-click the user, then select User/Group Assignment. The Find Groups window displays all the groups that you have the permissions to access. The check box is selected for each group that the user is already a member of. To change the number of groups in the list, select one of the following: To see the complete list, select All. To see only the groups assigned to the user, select Assigned to User. This option is helpful if you want to remove the user from multiple groups at once. To see only the groups assigned to the user, select Unassigned to User. This option is helpful if you want to add the user to multiple gr

System Administrator Help

Remove and Delete Users

You can remove or deactivate a user, but you cannot permanently remove users from the system. Removing a user means removing the user from one group while he or she remains a member of at least one other group. Deactivating a user means removing the user from all groups, practices, and enterprises. You can still view deactivated users and restore them to the groups they were last assigned to. Remove a User from a Group Deactivate a User Reassigning Pending PAQ Items and Tasks of Deactivated Users You can reassign the pending PAQ items and tasks of deactivated users to other users. Remove the last user from a practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Parent topic: Organizing Your Internal Structure

Delete a Group

Recommendations

Remove a User from a Group

Add Existing Groups to a Practice

View a Group's Deactivated Users

Groups

Assign a User to Groups within Any Enterprise

Remove and Delete Users

Remove a User from a Group

Add Existing Groups to a Practice

View a Group's Deactivated Users

Groups

Assign a User to Groups within Any Enterprise

Remove and Delete Users