Group Management

Form Design Fundamentals Form Creation Advanced Form Design Tools Defining the Workflow Record List Configuration Consolidated Module Views Calendar View Notification Badges Search Configuration Mobile App Configuration Access Control Version Control Group Management Field Types

Advanced Configuration

Group Management

Outlines the procedures for creating new user groups and defining administrative access levels for these groups within the system.

Create a Group

Select New Group button.
Enter a Name for the Group.
Optionally, define Admin Access for the group (see below).
Add members to Group Membership.
Select Create.

Defining Admin Access for a Group

In the Admin Access section of the New Group window:

Select the area of the system.
Select the type of access to grant.
Move desired access permissions to the granted list.

Important: The ability to define or modify these permissions is restricted to myosh employees.

Version: 1

Version Control

Explains how to enable and configure record versioning, including automatic version creation rules and setting group permissions for deleting, editing, viewing, and creating record versions.

Field Types

Provides a comprehensive reference for all available field types in form design, detailing each field's purpose, specific configuration options, behavior, and typical use cases.

On this page

Create a Group Defining Admin Access for a Group