Click here to read more about security groups.
- Click Manage.
- Under User Admin, click Security groups.
- Click on the relevant security group description or click on the downward action arrow and click edit.
- Make the required changes, read below for more information:
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.
- Click on the Permissions tab to edit permissions - the permissions page is where you specify what rights the group will have and what the group will be able to access in the form of drivers or assets.
- Click on Add Permissions to add new roles.
- Select the group, i.e. drivers, assets, sites, etc. that the group will have access to.
If you select that only the group "Default Site" has access to assets and drivers in this security group, the users in the "Deliveries - Florida" group will not have access to the assets and drivers in "Mark's salon" organisation. If you select "Mark's Salon" then all the users down, thus in both "Default Site" and "Deliveries- Florida" will have access to the assets and drivers in organisation.
- OR click the existing group name to edit the permissions.
- 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.