Assign a user to a user group

Finance companies are able to assign their users to the security user groups they have created.

Users need to be assigned to a user group in order for them to inherit the access rights and use the operations and functions assigned to the user group.

1. Log into Clearmatch Fusion with the relevant credentials (namely as a user with appropriate access, to make the change): 

2. Navigate to Configuration > Security:

3. Select the Users option under User Maintenance:

4. The Filter Options can be used to search for the system user that needs to be assigned to a user group (click on the  button once the filter selection has been made):

5. Select the name of the user (by clicking on the hyperlink from the user's Full Name or Login):

6. This will redirect to the Display User page for the selected system user. Click on the Actions Panel  > Functions > Add To User Group:

7. From the User Group drop down list, select the group that the user should be associated with:

Click on the button to apply the change and assign the selected user group to the user or the  button to return back to the Display User page.

NOTE: There is an alternative way of adding a system user to a user group, but via a different menu. The instructions on how to do this are outlined below.

1. Login to Clearmatch Fusion with the relevant credentials:

2. Navigate to Configuraton > Security:

3. Select the User Groups option under User Groups:

4. From the list of available user groups, select the one that a system user needs to be allocated to:

5. This will redirect to the Display User Group page for the selected user group. Click on the Actions Panel  > Functions > Add User:

6. Type the name of the system user in the User field:

Click on the  button to successfully add the user to the user group or the  button to return back to the Display User Group page.

• Related Articles

• Add a user group

  User groups control the access to functions and operations within the Clearmatch system. Access rights are assigned to user groups and each system user in the user group then inherits those access rights.  NOTE: Users with security access and also ...

• Add a user to an ownership group

  You can add users to Ownership Groups directly from within an ownership group as detailed below. You can also add a user to an ownership from within the user but this article explains how to add from within an ownership group. 1. To add  a user to an ...

• Adding permissions to a user group

  After adding or creating a new user group (the instructions on how to do this are outlined in this article), the user group security permissions can be managed to control specific access to classes and methods and can allow or restrict access to a ...

• How to see which users have been assigned to a user group

  To see which users have been assigned to a user group, follow the step below. 1. Navigate to Configuration > Security: 2. Select the User Groups option under User Groups: 4. The List User Groups screen will be displayed.  5. Select the user ...

• Create an ownership group

  Ownership Groups are used in Clearmatch to control access to data. These Ownership Groups are hierarchical. The concept being that users, customers, listings, loans, bids and investments etc. are all assigned to Ownership Groups. A user only be able ...