Manage Security Groups

Access to certain features is controlled by security groups that either allow or restrict permissions. These guidelines will help you set up your security groups based on the initial configuration. If you need more groups, please contact us for help.

Add a Security Group

To add a new security group, click User Access > Security Groups > Add.
Enter the new category in the Name field. Select the applicable privileges and groups.
Click Ok > Save. Refresh the page.

Important
Groups > Location establishes criteria and limits the range of privileges to just the chosen locations. We highly advise selecting at least one location. If not, users will have access to everyone within the organization.

You can refer to Add Locations for instructions.

Edit a Security Group

If you wish to change the privileges or group of an existing security group, click the security group whose privileges and group you want to change, click Edit, and make the changes by adding a security group.

You're done! 🙂👏
If you have questions, please call us at (888) 783-1493, email [email protected], or Submit a Ticket.

FAQ

What steps should I follow to set up security groups?

To set up security groups, navigate to User Access > Security Groups, then add a new group by entering a name and selecting privileges.

What happens if I don't assign a location to a security group?

If no location is assigned, users will have access to everyone within the organization.

Can I restrict access to specific locations for a security group?

Yes, you can restrict access by selecting specific locations when creating or editing a security group.

What should I do if I need more security groups than currently available?

If you need additional security groups, please contact us for assistance.

Is there a confirmation step after editing a security group?

Yes, after making changes to a security group, you need to click Ok and then Save to confirm the edits.