Creating and managing static security groups

Who is this article for?
Administrators responsible for user management.

Administration module access is required.

System access can be configured on per user or per security group basis to help you manage your system security efficiently.

Static groups automatically assign predetermined permissions to a user once they are added to the members list, giving them immediate access to only the selected areas of the system. You can add users to multiple groups and remove them at any time.

This article shows you where you can create and manage static security groups.

1. Creating groups

To create a security group:

Access the Administration module.
Select Security.
Choose Groups.
Click New Security Group.

Enter a Name.
Add an optional Description.
Assign an Associated Active Directory Group if needed.
Click OK.

2. Managing groups

2.1. Editing groups

You can make changes to the group name, description, and associated Active Directory group at any time.

To edit a group:

Select the group from the list.
Click Edit (Pencil icon).
Make required changes.

Click Save (Tick icon).

2.2. Deleting groups

To delete a group:

Highlight the group in the list.
Alternatively, you can right-click the record in the list view.
Select Delete.
Click Yes.

3. Adding users

You can add users to groups by assigning multiple users to a single group or by assigning multiple groups to a single user, depending on your needs.

3.1. Users to groups

To add users to a group:

Access the Administration module.
Select Security.
Choose Groups.
Open the security group.
Switch to the Members tab.
Click Edit (Pencil icon).
Click Add Members.

Tick users to add.
Click OK.

Click Save (Tick icon).

3.2. Groups to users

To add groups to a user:

Access the Administration module.
Select Security.
Choose People.
Open the user profile.
Switch to the Group Membership tab.
Click Edit (Pencil icon).
Click Add Group Membership.

Tick groups to add.
Click OK.

Click Save (Tick icon).

4. Adding groups

Security groups can be hierarchical in nature. They can be added as members of another group in the same way as users can. This means groups may inherit their access from other groups.

Example
Members of Group A may receive access to reading records. Members of Group B may receive access to editing records. Group B can be added as a member of Group A, so that the permission to read records is inherited.

These kind of hierarchical group memberships can become complex, so we recommend using them if you have a clear understanding of the structure of your organisation.

To add groups to a group:

Access the Administration module.
Select Security.
Choose Groups.
Open the security group.
Switch to the Group Memberships tab.
Click Edit (Pencil icon).
Click Add Group Memberships.

Tick groups to add.
Click OK.

Click Save (Tick icon).

1. Creating groups

To create a security group:

Access the Administration module.
Select Groups (under Security).
Click New.

Enter a Name.
Add an optional Description.
Assign an Associated Active Directory Group if needed.
Click OK.