This process is only required for schools syncing users and groups from the active directory. If your school only syncs users, do not follow these steps.

1.         Access the Group Definition window.

2.         Right-click and select Add Row. A new row appears.

3.         In the Group ID field, enter an identifying name for the user group.

4.         In the Description field, enter a description for the user group.

5.         Optionally, from the Group Manager User ID drop-down list, select the person who will manage this user group.

6.         If using integrated or mixed authentication, select the active directory group for this user group from the Active Directory Group drop-down list.

7.         Click the Save button.

8.         Click the Membership button. The Group Membership window appears.

9.         From the Non-Members panel on the right-hand side of the window, select the users to be added to the new user group.

10.      Drag the users to the Members panel or click the Add Arrow button. The users are added to the user group.

11.      Click the OK button. The Group Membership window closes and the Group Definition window reappears.

12.      Click the Permissions button. The Group Permissions window appears.

13.      To assign the user group access to specific modules, click the Modules tab. The Modules tab appears.

14.      Select modules from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.

15.      Click the Apply or OK button. The modules are now available to the user group.

16.      To assign the user group access to specific activity centers, click the Activity Centers tab. The Activity Centers tab appears.

17.      Select activity centers from the Not Allowed panel and click the Add Arrow button.

18.      Click the Apply or OK button. The activity centers are now available to the user group.

19.      To assign the user group access to specific activities, click the Functions tab. The Functions tab appears.

20.      Select activities from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.

TIP: To allow the members of the user group to view data on a window associated with an activity but not update it, select the View Only check box.

TIP: If you do not have a license to a particular function, the You do not have license to icon appears.

21.      Click the Apply or OK button. The activities are now available to the user group.

22.      To assign the user group access to specific tasklists, click the Tasklists tab. The Tasklists tab appears.

23.      Select tasklists from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.

24.      Click the Apply or OK button. The tasklists are now available to the user group.