Create or update user groups

The DCS Central Office defines and creates and updates user groups for workers in TFACTS. A user group is a collection of actions or tasks that workers can perform in TFACTS. The DCS Central Office defines the user groups for DCS workers as well as organization workers.

Follow these steps to record user groups:

1. From the Home screen, click Administration > Security. The User Search Criteria screen appears appears.

2. Click User Groups in the link menu. The User Groups Search screen appears.

3. Enter the search criteria and click Search. The matching user groups appear in the search results.

4. Do any of the following:

   • Click the select link to update an existing user group.

   • Click the copy link to create a new user group based on an existing group.

   • Click Add User Group to record a new user group.

5. In the User Group Details screen , complete or update these fields:
   
   Type
   Organization
   Name

6. Check the Central Office Exclusive box if this user group if only for actions performed by Central Office workers.  

7. Click Add Action to select one or more actions for the user group. The Actions Selection screen appears.

   1. To see actions within a category, select the category and click Filter.

   2. In the Actions table, select the check box for each action you want to add to the user group.

   3. Click OK. You are returned to the User Group Details screen.

8. Repeat step 7 to add actions for a different category.

9. Click Save. You are returned to the User Groups Search screen.

See also:

Create a new user

Assign user groups to a worker

Update employee access to business processes