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 Security > Security Center
   
2. Select New Access Group at the bottom of the page
   
3. Add the Access Group Name
   
4. Select Default Permissions from the drop-down menu
   
5. To add members, click on User Lookup
   
6. Input the name or email into the search bar and hit Enter on your keyboard
   
7. Click on a user to add them to the group
   
   
   • Note: You can only add one user at a time.
8. 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
   
9. Or, to set the permissions for the group per location, expand the menu and select a specific location
   
10. Make sure to click Add Selected Location to add it to the group 
    
    
    • Note: If you do not select a location, the access group cannot use their permissions inside of the internal system.
11. Select Save
    
12. You can now apply these Access Groups to Individual Users and Levels in CivicRec