How to configure security groups

Administrator users can create custom security groups, which can then be allocated to staff users. These custom security groups provide a flexible structure that can be tailored to align with the distinct business roles and requirements of the organisation.

Creating a security group

To create a security group:

1. Navigate to Settings > Security Groups from the main menu.
2. Click the Add New Group button at the top right corner.
   
   
3. Enter a Title for the security group in the field provided.
4. In the Permissions section, click the checkboxes that you wish to grant the group.
   
   
5. Click the Save Group button.

Editing a security group

To edit a security group:

1. Navigate to Settings > Security Groups from the main menu.
2. Locate the security group that you would like to edit.
3. Hover over the ellipsis icon and select Edit from the options.
   
   
4. Make the necessary changes.
5. Click the Save Group button.

Deleting a security group

To delete a security group:

1. Navigate to Settings > Security Groups from the main menu.
2. Locate the security group that you would like to delete.
3. Hover over the ellipsis icon and select Delete from the options.
   
   
   
4. Click the Delete button to confirm the deletion.