Permissions


 

Create an Access Group

 

Overview

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

Instructions

  1. Navigate to Security > Security Center
    security_center.png
  2. Select New Access Group button
    new_access_group.png
  3. Name the Access Group
    access_group_name.png
  4. Select Default Permissions from drop-down menu
    default_permissions.png
  5. To add members, click on User Lookup
    user_lookup.png
  6. Input name or email into the search bar
    name_or_email.png
    • Note: You must press enter to activate the search.
  7. Click on a user to add them to the group
    select_user.png
    • Note: You can only add one user at a time.
  8. To select a location, expand the locations drop-down menu
    select_location.png
  9. Select a location
    select_a_location.png
    • Note: If the group will have access to all the different locations for your organization, leave as All Locations. If they have different permissions per location, select specific locations.
  10. Hit Add Selected Location
    add_selected_location.png
    • Note: If you select no location, the access group cannot use their permissions inside of the internal system.
  11. Select Save
    save.png
  12. Now, you can apply these Access Groups to individual Users and Levels in CivicRec



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