IMOS On-Prem - Creating a New Group

View IMOS Documentation in the Help Center.

To create a new group:

1. On the Security List, click and then click New Group. The IMOS Group Properties window appears, with the Group tab active.
   
2. On the Group tab, enter the following:
   • A Group Name that describes the members' functions or rights, for example, Charterers, Operators, Team A, etc.
   • You can also enter a Description for the group.
   • Select any of the following options:
     • Security Administrator: Make the users in this group Security Administrators.
     • Inactive: Inactivate the users in this group.
3. To assign members to a group, click the Membership tab. It contains a list of users. Each user name is preceded by a check box.
   
   
   1. To add or remove a group member, click the user's check box.
      = The user is not a member of the group.
      = The user is a member of the group.
      
      Note: We recommend that you do not assign the Administrator to any groups, but assign all rights individually. As a member of a group, the Administrator might be denied rights if the group has any rights actively denied.
4. To assign group rights to modules, click the Module Rights tab.
   
5. Assign module rights by module, by area within a module, or by item within an area. See About Groups, Users, and Rights.
   • To assign the same rights for the whole module, click the module's check box. To change to a different right, click again. Each time you click, the right changes.
   • To expand the list of areas in a module, click .
     • To assign the same rights for the whole area, click the area's check box. To change to a different right, click again. Each time you click, the right changes.
     • To expand the list of items in an area, click .
       • To assign rights for an item, click its check box. To change to a different right, click again. Each time you click, the right changes.
   • To collapse a list, click .
     
     Note: A user's rights include the individual user rights plus the rights from any groups to which the user belongs.
     
     Hint: After assigning group rights, print the IMOS Group and User Report from the Security List. It includes the groups and their members, the users and their information and memberships, and the rights of each user and group. You can use it to keep track of rights when assigning them to groups.
6. To assign group rights to objects, click the Object Rights tab.
   
7. Assign object rights by object type or by individual object. See About Rights.
   • To assign the same rights for all objects of an object type, click the object type's check box. To change to a different right, click again. Each time you click, the right changes.
   • To expand the list of objects of an object type, click .
     • To assign rights for an object, click its check box. To change to a different right, click again. Each time you click, the right changes.
   • To collapse a list, click .
     
     Note: A user's rights include the individual user rights plus the rights from any groups to which the user belongs.
     
     Hint: After assigning group rights, print the IMOS Group and User Report from the Security List. It includes the groups and their members, the users and their information and memberships, and the rights of each user and group. You can use it to keep track of rights when assigning them to groups.
8. When you finish creating the group, click OK.