The Upsilon User Groups option allows you to create user groups which can then be assigned specific application access rights to each module throughout the system.

For help on the groups option grid or form click the respective tab pages below.

• Groups DataGrid
• Groups Form

The Upsilon Groups DataGrid allows you to browse, filter and sort group records.

TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.

Toolbar

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Description only.
	Add New record.
	The search button can be used if a more detailed search is required.  Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file.  Supported file formats are MS Excel, CSV and XML.  At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns.  The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The Groups form allows you to edit, save or delete the selected Group record.

Toolbar

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons.  Add will add the new record and Cancel will return the form to Edit mode.
	Save the form.
	Delete the current record.
	Call the context sensitive help system.
	Return to calling grid.

Mandatory Fields

Field Name	Notes
Description	The Description field must be populated.