Self-Serve Utility - Add User Group

The Add User Group Self-Serve Utility is now available for users at agencies using BOLD with Back Office integration. This tool allows users to create and manage user groups directly within the Back Office system.

• All Self Serve Utilities
   

Requirements

• The user must have access to Admin Tools
   

AQ Parameters

Parameter	Description
Name	Required free-text field for custom group identification
Default Branch	Required single-select dropdown listing all active branches
Copy From	Optional single-select dropdown featuring all active, visible users
Branch Access	Multi-select dropdown allowing selection of multiple active branches for comprehensive access control

 

 

User Access

1. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Report tab
2. Type the name of the targeted AQ in the Title column to search for the report by name. 
   
   
    
3. Click the row of the report in the grid.
4. In the Report Users section, select User or Group.
5. Place a checkmark in the User or Group check box to enable the report for that user or group.
6. Click Save.
7. A "Save Complete" confirmation pop-up displays. Click OK. The AQ is now available to the selected user or group.
   • The application may have to be restarted for the AQ change to take effect. 

 

Usage

1. From the Main Menu, navigate to Report > Reports
2. From the Report Category list, click Self-Serve Utilities.
3. Select the AQ from the Report area on the right. The AQ opens in a new window.
   
   
    
4. Enter a custom Group Name in the value cell of the Name row.

 

5. Select a Default Branch from the dropdown.

6. Select an active user from the dropdown to Copy Permissions From (optional)

7. Choose Branch Access from the dropdown (single or multiselect)

7. Click Run Query. The Add User Group action will be completed. 
    

 

Results of using the Utility

The utility will create a New user Group. Any associated error messages are displayed in the message area.