Groups Access

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Overview

Use the Groups access window to display a list of groups that contain accounts that are associated with your user ID. By default, you can display all groups or only the groups that you created.

You can also display a list of the last 100 groups selected during the current platform session. After you select a group from the groups list, the group is appended to a list of recently viewed groups. The list is sorted in the order in which the groups were selected with the most recently selected group at the top of the list. This list is saved during the current FBT session.

If you have filtered the list of groups, you can perform other activities and then return to the last filtered list. This list is saved during the current FBT session.

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Accessing Groups

  1. Select the Groups button.
    The Groups access window opens. The window displays a list of groups based on the default view that you selected in the Customize Group Access Layer window:
    None
    No default list of groups displays when you open the Groups access window.
    All Groups
    The default list contains all groups.
    My Groups
    The default list contains the groups that you created.
  2. To filter the list of groups, in the search box, enter two or more characters. The list dynamically filters to include only those groups where the group name contains the characters that you enter. As you enter more characters in the search box, the filter refines the list dynamically.
    The number of matched groups displays as Search Results (N), where N equals the number of matched accounts; the number changes dynamically to reflect the results.
  3. To return to your last filtered results, select the Search Results (N) link. This link does not appear if you have not filtered groups.
  4. To access a list of all groups with accounts associated with your user ID, select the All Groups (N) link, where N is the number of groups.
    NOTE
    The All Groups link is not available if, on the Customize Group Access Layer window, you have selected not to have All Groups available.
    or
    To access a list of all groups that you created, select the My Groups (N) link, where N is the number of groups.
  5. To view those groups that you selected during the current FBT session, select the Recently Viewed Groups (N) link, where N equals the number of groups you already viewed.
    The list displays up to 100 groups, sorted in the order in which the groups were selected.
  6. To sort the list of groups, select a column header. Select again to reverse the sort order.
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Viewing Group Information

The other group information that you can access may vary depending upon your entitlements.

  1. Select a group name in the list to display a menu of other group information you can access:
    Summary
    Positions Open/Unrealized
    Reports
    Tools
  2. Select an item on the menu.
    The selected window opens for the selected group, or a menu displays additional options.
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Customizing the Groups Access

  1. Select the Preferences icon.
    The Customize Group Access Layer window opens.
  2. To set the default list to display when you access the Groups access window, select one of the following:
    None
    No list displays automatically. To view groups, select a list link or search for a group name.
    All Groups
    The list includes groups that contain an account associated with your user ID.
    My Groups
    The list includes all groups that you created.
  3. To indicate whether the All Groups list should display on the Groups access window, select one of the following:
    Yes
    Display the All Groups list.
    No
    Do not display the All Groups list.
  4. Select the Apply button to save your changes.
    The Customize Group Access Layer window closes and the Groups access window refreshes with the new settings.
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Field Definitions

Field Definition
Search field (no label) The list dynamically filters to include only those groups where the name includes up to two or more characters that you enter.
Group Name The name of the group.
Description The description of the group.
Group Type The type of group:

Account Based
Criteria Based
Last Modified by The user or process that last modified the group.
Modified Date The date of the last modification of the group.
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