How to configure security groups

Organisation administrator users have the ability to create custom security groups that can be assigned to staff users. Custom security groups offer a flexible structure that can better suit an organisation's business roles and needs.

Tip:  You can learn more about security groups by reading our guide; Understanding security groups.

Create a security group

To create a security group:

1. Navigate to Settings > Security Groups from your Felix dashboard
2. Click the Add New Group button in the top right corner
3. Enter a title for the security group in the field provided
4. Check the box next to the relevant permissions that you wish to grant the group
5. Click the Save button

Edit a security group

To edit a security group:

1. Navigate to Settings > Security Groups from your Felix dashboard
2. Locate the security group that you would like to edit
3. Hover over the ‌ more icon beside the relevant security group
4. Select Edit from the drop-down menu
5. Update the security group title and/or permissions as required
6. Click the Save button

Delete a security group

To delete an existing security group:

1. Navigate to Settings > Security Groups from your Felix dashboard
2. Locate the security group that you would like to delete
3. Hover over the ‌ more icon beside the relevant security group
4. Select Delete from the drop-down menu
5. Click the Delete button in the prompt to confirm the deletion