Task 7: Set Up Groups

Using the list of groups you defined in Task 1, follow the steps in this task to set up the groups in Horizon.

To set up groups

1 Start the Group Manager process.

The default location of this process is the Administration\Security Menu folder on the navigation bar.

Horizon displays the Group Manager window.

2 Click New to display the Group window.

Here is an example of a completed window:

3 Complete these fields in the window:

Field

Action

Group Name

Enter a name for the group.

For example, you might enter “Acquisitions Staff” if you are creating a group for Acquisitions staff.

Security Level

Choose the security level you want for the group.

A group’s security level determines which users and roles can be assigned to the group. You can choose from these levels, shown in order of most access to the least access:

Local Admin. Only users with a security level of Local Admin can be assigned to the group. (Users with a security level of Sys Admin could also be added to the group, but this is not necessary since these users are given rights to all role privileges and all data automatically.) Roles with a security level of Local Admin or lower can be assigned to the group.
Supervisor. Users with a security level of Supervisor or higher can be assigned to the group. Roles with a security level of Supervisor or lower can be assigned to the group.
Staff. Users with a security level of Staff or higher can be assigned to the group. Roles with a security level of Staff or Guest can be assigned to the group.
Guest. Users with a security level of Guest or higher can be assigned to the group. Only roles with a security level of Guest can be assign to the group.

The Sys Admin security level is not available for a group since users with this security level are given rights to all role privileges and all data automatically.

Lowering a group’s security level may restrict roles already assigned to the group. If so, Horizon tells you that the change will cause roles to be removed. If you still want to make the change, click Yes; otherwise, click No.

Raising a group’s security level may restrict users already assigned to the group. If so, Horizon tells you that the change will cause users to be removed from the group. If you still want to make the change, click Yes; otherwise, click No.

Group Owned By

Choose an owner for the group.

Access to the group definition is restricted to users who have the Group Manager privilege for the owner you choose (based on the role/owner pairs assigned to groups). If your library is not using record ownership for groups, use the default Unowned owner. (For information about owners and record ownership, see Ownerships and Planning Ownerships.)

4 Do these steps to add users to the group:
a Click Add to display the Add Users window.

Only users with a security level that is the same as or higher than the security level assigned to the group are shown in the list.

b Highlight the users you want to add to the group.

Use the SHIFT and CTRL keys as necessary to highlight multiple items in the list. Press CTRL+A to highlight all the items in the list.

c Click Add.
d Click Close to close the Add Users window.
5 Do these steps to add roles to the group:
a Click the Roles tab.
b Click Add to display the Add Roles window.

Only roles with a security level that is the same as or lower than the security level assigned to the group are shown in the list.

c In the For Owner drop-down list, choose an ownership for the roles you are adding.

Rights defined by the roles are restricted to records that are owned by the owner you choose. If you are not using record ownership, use the default Unowned owner.

d Highlight the roles you want to add to the group.

Highlight only those roles that you want to add for the owner you chose in the previous step. You can repeat these steps to add roles for other owners.

Use the SHIFT and CTRL keys as necessary to highlight multiple items in the list. Press CTRL+A to highlight all the items in the list.

e Click Add.
f Repeat steps 3 through 5 in this table for any additional role/owner pairs you want to add.
g Click Close to close the Add Roles window.
6 Save your changes.
7 Repeat steps 2 through 6 for each additional group you want to create.

 


© 1998-2017 Sirsi Corporation