How to Manage Security Groups

Security Groups allow or disallow access (Privileges) to specific features. These instructions show you how to create Security Groups based on the original Groups setup. If you need more groups, please feel free to contact us.

How to Add a Security Group

1. To add a new Security Group, click Add and enter the security group name in the Name field. We've named our new security group Lead for this example.
   
2. Enter the new category in the Name field. For Privileges, click and select the applicable Privileges on the right-hand side.
   
3. To add a location to this new security group, in Groups, click , select the applicable Location, and click Ok > Save.
   
   
   

How to Edit a Security Group

1. If you wish to change the Privileges of an existing security group, click the security group whose privileges you want to change, click Edit, and make the changes.
2. Follow the same instructions for adding a security group above.
   
   
   

You're done! 🙂

Also, refer to Privileges Overview.