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



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