Create Customers User Group

All DataTrak Users, whether they are internal users or external users must be assigned to a user group. For external user accounts, you will need to create a user group called "Customers". All external users will be assigned to this user group. In turn the appropriate documents (reports) will be assigned to the customers user group.

To create the Customers user group:

1. Login to DataTrak as Admin.

2. Click the Maintenance button on the menu. The system displays the maintenance screen.

3. Click the User Group Maintenance folder in the Maintenance Library tree (located in the left browser pane).

4. The right browser pane displays the User Group Maintenance form. Fields on this form include the following:
   
   User Group Description: enter "Customers" as the user group description.
   Parent User Group: Select "Admin" from the Parent User Group dropdown list
   
   
    

5. Click the Submit button to save the user group.