User groups can be created in one of the following ways:
· Automatic user group creation upon new store creation: each time a new store is being set up, the system automatically creates new Customer and Administrator groups based on the default Customer and Administrator permissions groups (see Setting Up Permissions).
· Manual user group creation (described below).
To create a new user group from the user groups window:
1. On the menu
bar, click Users and then select Create New Group.
The User Group Setup page is displayed.
The User Group Setup page contains three tabs: General, Users and Permissions.
2. In the General tab, fill in the Group Name and the Group Description fields.
Note: When you create user groups for LDAP users, you must follow this naming convention: [Group Name Prefix].[domain controller group name]. To learn more, see Creating User Groups that Match LDAP Groups.
In addition, the User Group Setup page displays the following information (in case a new group is created, this information is missing):
– Users: The number of users assigned to the group ("0 Users" in case a new group is created). When a new user group is created, it does not include any of the existing users. You must first save the group and then import a Users list or add the relevant existing users and assign them to the new user group.
– Child Groups: Lists the groups that inherit permissions from the current group.
– Storefront Stores: The Storefront stores to which the current group is granted access permissions ("No Stores Selected" in case a new group is created).
– Back Office Stores: The Back Office stores to which the current group is granted access permissions ("No Stores Selected" in case a new group is created).
3. Click Save.
You can now proceed to assign users and permissions to the user group.
Assigning Users to the User Group
Assigning Permissions to the User Group