Assign Groups to Views/Forms

1. Select one or multiple groups on the left-hand side of the screen under Groups.
2. In the center of the screen select the Program, Module, and section of the module. For example, to see the Forms for a work order, Select Work Order Manager, Work Orders, Work Orders.
   • This filters down the Available Views/Forms column down to forms just for that section of the module
   • To show all forms at once check the Show all Views/Forms box.
3. Select one or multiple forms on the right-hand side of the screen.
4. Click the Assign Groups button. All selected groups will be associated to all selected forms.

   Note: For forms that will be accessed by the public, the group assigned must contain with the lucity login account that is used with the public application. Refer to the System Settings > Website tab for the public login ID.

1. Select a group in the Groups column
2. Click the Group Properties button in the bottom left corner
3. The Group Properties window will appear displaying the users in the group and the forms the group is assigned to.

   

1. In the Assign Groups for Views/Forms window select the group and click the Group Properties button
2. In the Group Properties window select the form and click Remove access to selected form(s).

   

3. The form will be removed from the list

Note: Each module allows administrators to assign a default view for each module. In the web all users who go to the module using the Modules menu will see this view. However, for the work orders module it is possible to set a different default view for different groups.

Note: For users to see the view assigned as default they must have the group assigned as their Default Rules Group in the Security program.

1. Select one group in the Groups list
2. Using the dropdown list select a view in the Assign Group for Default Rules section
3. Click the Assign to group button