Security Center


 

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_security_center.jpg
  2. Select New Access Group button
    select_new_access_group.jpg
  3. Name the Access Group
    enter_name_of_access_group.jpg
  4. Select Default Permissions from drop-down menu
    select_default_permissions_from_the_dropdown_menu.jpg
  5. To add members, click on User Lookup
    select_user_lookup.jpg
  6. Input name or email into the search bar
    input_name_or_email_into_the_user_lookup.jpg
    • Note: You must press enter to activate the search.
  7. Click on a user to add them to the group
    select_a_user_to_add_them_to_the_group.jpg
    • Note: You can only add one user at a time.
  8. Expand the locations drop-down menu and select a location
    expand_the_locations_dropdown.jpg
    • 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.
  9. Click Add Selected Location
    select_add_selected_location.jpg
    • Note: If you select no location, the access group cannot use their permissions inside of the internal system.
  10. Select Save
    select_save_to_save_access_group.jpg
  11. Now, you can apply these Access Groups to individual Users and Levels in CivicRec



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