Group preferences

Introduction to group preferences

On the Group preferences tab of the Applications and User groups screens, you can set up a number of preferences for each group. You can define these preferences individually.

Platform, theme and menu

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menu Authorization > User groups > tab Group preferences > tab Platforms

For each user group, you can set a platform, theme and default menu.

Load on start up

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menu Authorization > User groups > tab Group preferences > tab Applications

Select whether an application is loaded on start up of the user interface.

Add start objects for a user group

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Start objects are screens, tasks, reports, or processes that are automatically loaded during start-up. You can view, add, and remove start objects for a user group.

To add start objects for a user group:

menu Authorization > User groups > tab Group preferences > tab Start objects

1. Add a Start object.
2. Select the Model, Version, and Application id.
3. Set up the Start object by configuring the following:
   • Start object
   • Start object type
4. Select the Task, Report, or Process to be executed.

note

• Start objects for user groups can be viewed, added, and removed by administrators. They are opened automatically on start-up and are grouped under Open documents in the user interface. To configure start objects for a user group, see Add start objects for a user group.
• Favorites are managed by the users themselves and can only be viewed or removed by administrators. To allow users to add menu items to Favorites, see Allow a user to change preferences.

Default prefilters

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menu Authorization > User groups > tab Group preferences > tab Default prefilters

Here you can enable or disable specific prefilters for a user group. Authorization prefilters cannot be disabled.

Copy existing group preferences

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You can copy all the existing group preferences from one user group to another. If a preference setting already exists, this value will NOT be changed.

To copy existing group preferences:

menu Authorization > User groups > tab List

1. Select the user group(s) to which you want to copy existing preferences.

2. Select the task Copy preferences .

3. In the pop-up, specify the tenant and user group from which you want to copy the existing preferences.

4. Select Copy.

note

If a user is a member of several groups, a conflict can arise between different preferences from the different groups, such as a different layout. In that case, the user will receive the preferences of the user group with the highest priority (a lower number means a higher priority).