Creating Access Groups

Access groups are arranged in a hierarchical tree that Administrators and Process Designers create in Accolade by adding groups in a nested structure.

To create an access group:

  1. From the System menu, select Security & Groups > Access Groups.

The current access group tree displays.

  1. In the Access Groups list, select the group to which you want to add a child group.

To create the first group in a new hierarchy, select the top most group (Root).

Based on your company's configuration, the top level group may have been named something other than Root.

  1. In the upper right corner of the Access Groups list, click Green Add Icon to add a new access group.
  2. In the Name field, enter a unique name for the new group.
  3. In the System Name field, enter a unique system name for the new group.
  4. Click Create to create the new group.

The new group displays in the hierarchy.

To rename an existing group, select the group to rename in the hierarchy, update the name in the Name field, and click Apply.