You can set up users groups to help you manage permission sets for groups of users in your company. You can also record new permissions sets.
To set up a user group
In the Search box, enter User Groups, and then choose the related link.
On the Home tab, choose New, and then specify a code and a name for the new user group.
On the Home tab, in the Process group, choose Permission Set by User Group.
This opens the Permission Set by User Group window that lists all existing roles and user groups. For each predefined role, you can see the objects that the role has permission to access.
In the Permission Set by User Group window, choose the roles that you want to add to the new user group.
You can choose to apply one or more roles to all user groups, and you can add individual roles to each group.
If you want to verify exactly which permissions a specific role has, choose the role, and then, on the Home tab, choose Permissions.
For more information, see Managing Permissions and Permission Sets.
When you have added roles to your new user group, choose OK to return to the User Groups window.
Optionally, to see the roles that you have added to a specific user group, on the Home tab, in the Process group, choose User Group Permission Sets.
The User Group Permission Sets window provides a list of roles that you have added to the user group.
Next, you must add users to the user group.
To add users to a user group
In the User Groups window, choose the user group that you want to add users to, and then, on the Home tab, in the Process group, choose User Group Members.
In the User Group Members window, on the General FastTab, in the Company Name field, specify the company that the users use.
On the Home tab, in the New group, choose Add Users.
In the Users window, choose the users that you want to add to the user group, and then choose OK.
The users that you add to the user group inherit the roles and permissions that you added to the user group. If you want to add or remove permissions, you modify the user group, and the changes are automatically applied to the members of the group.
If you are an administrator, you can record new permission sets. For more information, see How to: Create or Modify Permission Sets.
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