Establishing a User Group Account

The following topic describes how to create a user group.

To create a user group:

Click the Current User -> Statuses... menu item.
Expand the Create a Status pulldown.
Enter the status Name and choose a Parent Status.
Click the Create a Status button.
Set permissions for users who hold this status.
Click the Save button.
Click the Current Task -> Categories... menu item.
For each category that should be available for the user, click the Permissions tab to specify which users can view, create, delete or edit tasks. To view a task, users should be able to view all parent tasks.
Click the Current Task -> Workflows... menu item.
Click the Message Types tab.
For each message type, click the Permissions tab to specify which users can create and view messages of that type.
Define custom field permissions if required.