Managing groups in the Apollo application allows administrators to create, edit, and delete group records, as well as assign specific permissions and access rights. Follow the steps below to efficiently manage groups.
Step 1: Log in to the Apollo Application
- Start by logging into the Apollo application using your credentials.
Step 2: Navigate to Manage Groups
- Once logged in, go to the Settings section and select Manage Groups. This will display all existing group records on the same page.
Step 3: Add a New Group
- To create a new group, click on the Add button. This will open a form where you can input the group details.
Step 4: Enter Group Details
- In the form, enter the following details:
- Group Code: Assign a unique code to the group.
- Description: Provide a brief description of the group.
Step 5: Assign Permissions and Access Rights
- Select the necessary Report Access checkboxes based on the group’s requirements.
- Under Group Settings, assign appropriate rights by selecting the checkboxes for View, Edit, Add, and Delete.
Step 6: Save the New Group
- Once all fields and permissions are set, click Save to add the new group to the system.
Step 7: Search and Edit Group Details
- To verify the addition of the group, use the search function to find the newly created group.
- You can edit the group’s details by clicking the Edit icon in the Action column. After making the necessary changes, click Save to update the record.
Step 8: Delete a Group
- To delete a group, click the X (delete) icon in the Action column next to the group you want to remove. An alert pop-up will appear to confirm the deletion. If confirmed, the group record will be deleted from the system.
By following these steps, you can effectively manage group records and permissions in the Apollo application, ensuring that group settings align with your organizational needs.
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