Create Document Template Access Group

Explanation

This activity is used to create a document access group.

An access group can be granted access to document templates, allowing its members to generate, view, and modify documents. Access is controlled at a group level and distributed to individual group members.

Prerequisites

There are no prerequisites.

System Effects

As a result of this activity, a data access group will be created.

Window

Data Access Group

Related Window Descriptions

Data Access Group

Procedure

  1. Open the Data Access Group window.
  2. In the header, add a new record in order to create a new user access group.
  3. Specify a unique ID for the group in the Group ID field.
  4. In the Description field, enter a name or description of the group.
  5. Save the information.