To add a new custom Functional Access Group:
  1. Go to Control\Administration\Organization Setup\Manage Users.
  2. Click the Manage Functional Access Icon.
  3. Click New Group.
  4. Name the group.
  5. Grant the appropriate rights for each part of the program (Full Access, View Only, Deny Access).

    Note: The Automatically apply these settings to child functions box will apply the access right to any subcategory under your folders. For example: If View rights are marked for the Contacts menu and the Automatically Apply box is marked then every folder under the expanded contacts folder will also have view rights.
To edit a custom Functional Access Group:
  1. Go to Control\Administration\Organization Setup\Manage Users.
  2. Choose the appropriate access group from the drop-down menu.
    Note: System Privilege Groups cannot be modified.
  3. Highlight the area the group should have (or be denied) access to and edit accordingly.
  4. Click Save after any change has been made. Each area must be saved individually.
To delete a custom Functional Access Group:
  1. Go to Control\Administration\Organization Setup\Manage Users.
  2. Choose the appropriate access group from the drop-down menu.
  3. Choose Remove.

    Note: If a group that contains users is deleted, make sure you edit the affected users (How to add users to a Functional Access Group).