5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin?

Groups are teams of users who share and collaborate on business records across assigned roles.

Large organisations with multiple customer bases often use more than one groups to control data access and define security roles for each group so that users can access records only in their own group. Smaller or medium organisations/businesses with one customer base may need just one group of users.

You can create a new group or edit any existing group by following these easy steps:

Step 1: Select 'All Groups'

On ribbon, click the "Admin" tab.

Under Users group, select "All Groups".

Note:

To edit any existing group, double-click that group from grid under "All Groups" command and then move to Step-2

Step 2: Select 'New'

Right click anywhere inside this window and from context menu, select "New"

Note:

You can also create a new group either by right-clicking on the group's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

Step 3: Fill the Form

Here you can enter name and description for this user group and also assignment of security roles for it.

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs, to save this data, choose any one option on ribbon:

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry