Create and Edit User Groups

Note:

If Meridian Enterprise Server is also deployed, users and groups may be defined in the Meridian Enterprise Server Administration Console instead. They are then available in Meridian Enterprise if the Use Enterprise Server for user management option is enabled as described in Configure the Connection To Meridian Enterprise Server. If Meridian Enterprise Server is not also deployed, use the instructions in this topic.

To apply user groups in workflow definitions, see Workflow Definitions. To synchronize the memberships of user groups with Microsoft Active Directory, see Synchronize User Groups With Active Directory.

Create User Group

To create a Meridian user group:

In the Meridian Enterprise Administrator, expand Accruent Users and Groups in the left pane and click Groups.
On the Action menu, point to New and click Group.

The New Group dialog box appears.
Type a name for the new group in Group name and an optional description in Description.
Click Add.

The Select Users dialog box appears.
Select a user name from the list.
Click OK.

The user name is added to the Members list. Repeat to add all the required users to the new group. If a user does not exist, see Create and Edit User Accounts.
Click Create.
Repeat this task for the following groups of users:
- Assigned to document workflow definitions
- Assigned to project workflow definitions
- All users if the EDM Server service is configured to use Accruent groups for security role assignments as described in Configure the EDM Server Service.