Click here to read more about security groups.
- Click Manage.
- Under User Admin, click Security groups.
- Click on the add Security group icon.
- Complete all the required fields.
Group name - The security group name should be descriptive so that it is easy to see what the members will have access to, e.g. Marks Refrigerators - basic tracking.
Organisation Group - This is where in the organisation structure the security group is managed, i.e. who can manage this security group, thus where you put the security group in this level does not give a user permission to anything, it means whoever has edit security group permission on this level will be able to manage the security group.
- Security group can belong to an organisation or higher.
- Security groups can only belong to one group for administration.
- This organisation group is just dictating which level the security group can be edited at.
- This is not what the security group members can do, but what people can do to the group.
- Any user in the tree below this group cannot see the group.
- Security group can only be administered by other users higher than them.
Group Membership - Click on Select users to select the users who should belong to the group. Users you see here are based on the users you selected in the organisation group structure. If no users have been created yet, you can enter users at a later stage or you can select the security group when you are creating the user profile.
- Click Next.
The permissions page will now be displayed. Here you will specify what rights the group will have and what the groups will be able to access in the form of drivers or assets.
- Click on Add Permissions.
- Select the group, i.e. drivers, assets, sites, etc. that the group will have access to.
You are able to give a user access to a single site, multiple sites or an entire organisation.
In the example above, by giving a user access to "Default Site", he/she will only see assets and drivers belonging to that site and will not see the rest of the asset and drivers in other sites in the "Mark's salon organisation". If you select the organisation, "Mark's salon" then the user will be able to see all assets and drivers in all sites in the organisation, e.g. both "Default Site" and "Deliveries - Florida".
- Select a profile, e.g. system administrator or web user, etc. to filter the roles that become available in the following dropdown list.
- Under Roles in the dropdown select the applicable role. You can select multiple roles and assign them to this one security group and remove them by clicking the X next to the selected role. These roles in the will be combined and the union of these roles will make the permissions less restrictive, i.e. if you can create assets in one role but not in the other, the user will be able to create assets. So remember that permissions are always added together.
- Click Save.