Group Assignments

This program enables you to create and copy myTAM button and menu properties for myTAM users, both individually and in groups.

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the System Administrative folder and select Group Assignments.
3. Click the arrow to continue.

Available Sources Tab

Use the Available Sources tab to view existing workflow setups that you may want to copy to other users. Any user listed on this tab can be used as a source. You can copy button and menu definitions to other user setups or link a user setup to a specific user on the Link/Copy tab.

The list contains the operator IDs and user codes of those who have existing workflow setups.

The number of buttons and the number of items assigned to those buttons is listed under the Buttons heading in the list.

The button bar beneath the list displays existing buttons in the selected users' setup. Click any button to display the item assigned to the button.

Link/Copy Tab

Use the Link/Copy tab to link or copy button setups to other users.

• When you link to another user, any time one of the linked users makes an update to his/her button setup, those changes are made to each linked user's myTAM in order to maintain consistency between the setups.
• When you copy to another user, the user you copy to receives the setup of the source user, but each user can change his/her setup individually without affecting the other. The link is not maintained.

A list of users displays on the Link/Copy tab, showing each user's OpID, name, and Current Status. The Current Status column indicates any current buttons/items the user has set up and any current links to other users' setups. If no buttons or links are defined for the user, the column reads No setup defined.

To change the users that display in the list, select the All Users radio button or select Group and select a group from the list. Only users belonging to the selected group display. Groups are set up in Security Manager.

The list of available Sources displays at the bottom of the tab. This should contain the same information as the list on the Available Sources tab.

Link to User

1. In the top list, select the user you want to link a setup to. You can press [Ctrl] to select multiple users, or [Shift] to select a range of users.
2. In the bottom list, select the Source you want the setup linked from.
3. Click Link to User. The Current Status column updates accordingly.
4. Click Exit to close the myTAM Group Assignment window.

Copy from User

1. In the top list, select the user you want to copy a setup to. You can press [Ctrl] to select multiple users, or [Shift] to select a range of users.
2. In the bottom list, select the Source you want the setup copied from.
3. Click Copy from User.
4. You are prompted, "Existing button assignments will be overwritten for the selected users, continue?" Click Yes.
5. Click Exit to close the myTAM Group Assignment window.

View/Clear Links Tab

Use the View/Clear Links tab to view users and the sources they are linked to or to clear existing links.

To clear a link, select the user and click Clear Selected Links.