Assign Groups to Views/Forms

This feature allows administrators to assign different user groups to defined views and forms. They can also assigned default forms to a group. Access this module in the Administration Tool by clicking on Security > Assign Groups to Forms.

Select one or multiple groups on the left-hand side of the screen under Groups.
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.
Select one or multiple forms on the right-hand side of the screen.
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.

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

In the center of the screen select the Program, Module, and section of the module. For example, to see the views/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
Click the Groups Assigned To Views/Forms button. The following pop-up will appear:
Select a view or form on the left to see a list of groups assigned to it on the right.
Close the window when done.

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

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


Left Column
Groups	Displays a list of groups from the security module.
Group Properties	Displays a list of views/forms assigned to the selected group.
Groups Assigned to Views/Forms	Displays a list of groups that are assigned to each view/form.


Center Column
Module Selection Drop-downs	Selects a program, a module, and one of its components. This controls which views/forms are displayed in the Available Views/Forms grid.
Show Only Views, Not Forms	Hides all forms in the Available Views/Forms grid.
Show All Views/Forms	Overrides the Module Selection Drop-downs and displays all views and forms for every module.
Show Program Views/Forms	Displays all the View/Forms for all modules and components underneath the selected program in the first drop down.
Show only Timesheet forms	Overrides the Module Selection Drop-downs to only display the timesheet forms.
Assign Groups	Assigns the Views/Forms selected on the right to the groups selected on the left.


Right Column
Available Views/Forms	A list of views and forms that can be assigned to groups.
Refresh List	Refreshes the Available Views/Forms grid.
Select default view for selected group	This allows an admin to assign a specific view to a specific group. This will only show up if the following Module Selection Drop-downs are selected: Work Order Manager, Work Orders, Work Orders.
Assign default view to group	After selecting a view from the previous drop down and a group on in the Groups grid click this button to assign that view to that group as the default work order view. This will only work for a user if that group is set as the user's Default Rules Group in the security program.