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:
- Navigate to Settings > Security Groups from the main menu.
- Click the Add New Group button at the top right corner.
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- Enter a Title for the security group in the field provided.
- In the Permissions section, click the checkboxes that you wish to grant the group.
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- Click the Save Group button.
Editing a security group
To edit a security group:
- Navigate to Settings > Security Groups from the main menu.
- Locate the security group that you would like to edit.
- Hover over the ellipsis icon and select Edit from the options.
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- Make the necessary changes.
- Click the Save Group button.
Deleting a security group
To delete a security group:
- Navigate to Settings > Security Groups from the main menu.
- Locate the security group that you would like to delete.
- Hover over the ellipsis icon and select Delete from the options.
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- Click the Delete button to confirm the deletion.