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How to Search for a User Group
There are two ways to conduct a user group search in the User Group Management screen:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to perform a simple user group search:
1. Click on the System tab, click Security, and select User Group Management.
2. If applicable, enter a Name.
3. If applicable, enter a Description.
4. If applicable, click on the Role Name drop-down menu to select an option(s). Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options, or use the Select None button to remove all selected options.
5. Click on the Search button. All related results will display in the grid.
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The advanced search has the following sections to assist in refining the search:
Use the following steps to perform an advanced user group search:
1. If applicable, click on the Plus icon beside the User Group Information section to display further search criteria information.
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2. If applicable, enter the Name and/or Description and if needed, use the wild card search button.
Note: Refer to Wild Card Search Fields for more information on how to use this feature.
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3. If applicable, click on the Role Name drop-down menu to select an option(s). Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options or use the Select None button to remove all selected options.
4. If applicable, deselect any of the following selection boxes (both selected by default): Enabled and/or Disabled.
5. If applicable, click on the Plus icon beside the Security Options section to display further search criteria information.
6. If applicable, enter the Period Variance [-/+].
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7. If applicable, click on the following drop-down menus to select an option(s): Locations, Vendor Security Code, and/or G/L Locations. Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options or use the Select None button to remove all selected options.
8. If applicable, click on the Plus icon beside the User Group Permissions section to display further search criteria information.
9. If applicable, select as many or as few selection boxes as desired.
Note: To expand each module to select sub-modules, click on the Plus icon beside the corresponding module.
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10. Click on the Search button. All related results will display in the grid.
Click on any of the following to return to the previous process being worked:
•How to Activate/Deactivate a User Group