• Application Security - Group Pages
  • Application Security - Group|Search Page
  • Application Security - Group|Basic Page
  • Application Security - Group|Labels Page
  • Application Security - Group|Permissions Page
  • Application Security - Group|Attributes Page
  • Application Security - Group|Content Page
• Configuring Groups
  • Creating a Group
  • Configuring Group Permissions, Attributes and Content
    • Configuring Group Permissions
      • Assigning Subsystem Permissions to a Group
      • Applying a Group Filter to a Subsystem
      • Modifying a Group Permission
      • Deleting a Group Filter
    • Configuring Group Attributes
      • Assigning a Group Attribute
      • Modifying a Group Attribute
      • Deleting a Group Attribute
    • Configuring Group Content
      • Assigning Group Content Visibility
      • Modifying Group Content Visibility
  • Enabling User Groups to Refund Payments
  • Enabling Partial Offer Acceptance
  • Setting the Default Customer User Group
  • Modifying a Group
  • Copying a Group
  • Deleting a Group

Before You Begin

Ensure you have:

• Created users which will be assigned to the group. If these have not been created, you can assign them at any time. For more information, refer to Creating a User Account.

To create a new group, complete the following:

1. Open the Application Security application from the AudienceView Desktop.
2. Select the Group tab.
   The Group|Search page appears.
3. Click 'Create New'.
   The Group|Basic page appears.
4. Enter a name for the group in the 'Group Name' field.
5. Optionally enter a short description of the group in the 'Description' field.
6. Select the users that you want to assign to the new group from the Available Users list.
   To select more than one user role, hold CTRL or SHIFT while making your selections.

   Information You can also assign existing or new users to a group from the Application Security application Users|Basic page. For more information, refer to Creating a User Account.

7. Click '>>' to move the selection(s) to the Assigned Users list.
   You can remove users from a group by highlighting the user in the Assigned Users list and clicking '<<'.
8. Enter additional data to be captured for your organization’s needs in the group data section.
9. Click 'Create'.
   A window confirms that the application created the group.
10. Click 'OK'.
11. Assign permissions, attributes and content access to the group using the Permissions, Attributes and Content pages.
    You must configure these settings so that members of the group are able to access AudienceView. For more information, refer to Configuring Group Permissions, Attributes and Content.