Creating data access groups

Create a data access group, then define the clients and users in the group. Depending on the needs of your organization, a group can consist of criteria that automatically adds clients to the group, and clients who you manually add to the group.

1. Sign in with your security administrator credentials.
   Your home page opens.
2. Click Data Access > Data Access Groups.
   The Data Access Groups page opens. Existing data access groups are displayed.
3. Click New.
   The Create Data Access Group page opens.
4. Enter a unique name for the group of up to 150 characters.
5. Choose the group status from the Status field. By default, the status is Active to indicate that users in the group can access clients in the group. Select Inactive to prevent users in this group from accessing clients in the group. If you do not want to activate a new group immediately, you can change its status to Inactive and activate later. For example, you might want to wait until you have configured the group's criteria and users before you activate it.
6. Click Save to create the data access group.