Creating Groups

Administrators with the proper permissions can create groups to grant the appropriate roles to users. Use the Groups > Create Group page to create new groups.
  1. In the task menu, click Security and then in the security navigation pane, click Groups.
  2. Click Create.
  3. Enter the name of the group in the Group Name field. This field is required. You can only enter letters, numbers, and spaces. Do not use special characters.
  4. (Optional) In the Description field, enter information about why you are adding it or what this group is for.
  5. (Optional) Specify the lending limit for the group.
    Lending limit is the maximum amount that the users in the group can approve.
    Note: A user will not be able to approve, decline, or withdraw an application where the loan amount exceeds this limit. For any user, if the lending limit is configured at the group-level and also at the individual user-level, then the user-level lending limit has higher priority.
  6. Select a name from the Supervisors drop-down list.Add roles to the group by selecting them individually from the Available list in the Roles area and clicking Add. To add all of the available roles, select the Select all check box and then click Add. You can also search for roles by entering search criteria and clicking Search.
    Use the Remove option to remove roles from the Assigned list.
    Note:
  7. Add users to the group by selecting them individually from the Available list in the Users area and clicking Add. To add all of the available users, select the Select all check box and then click Add. You can also search for roles by entering search criteria and clicking Search.
    Use the Remove option to remove users from the Assigned list.
  8. Click Create.
    The group is created and the Groups page appears.

  • ©2023 Fair Isaac Corporation. All rights reserved.

    • www.fico.com