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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create an Access Group

  • Updated:

This article will show you how to set up a permissions group, otherwise known as an Access Group, in the Security Center.

 

 

Instructions

  1. Navigate to the Security tab, then select Security Center
    security center
  2. Select New Access Group at the bottom of the page
    new access group
  3. Add the Access Group Name
    access group name
  4. Select Default Permissions from the drop-down menu
    default permissions
  5. To add members, click on User Lookup
    user lookup
  6. Input the name or email into the search bar and hit Enter on your keyboard
    name or email
  7. Click on a user to add them to the group
    select user

     
    Note: You can only add one user at a time.
  8. Select the locations you wish the Access Group to be able to log-into/work out of. The system will have All Locations selected by default, click Add Selected Location to give the group access to all the different locations for your organization
    add selected location
    Note: In addition to limiting where a user can log into, limiting locations for an Access Group will limit the locations that are visible on the Facility Calendar. For Example, if a Group only has access to the Community Center, they will only be able to view the calendar for the Community Center.
  9. Or, to set the permissions for the group per location, expand the menu and select a specific location
    select location
  10. Make sure to click Add Selected Location to add it to the group 
    add location
     
    Note: If you do not select a location, the access group cannot use their permissions inside the internal system.
  11. Select the Save button
    save
  12. You can now apply these Access Groups to Individual Users and Levels in Recreation Management

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