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.

Dynamic groups automatically assign predetermined permissions to a user depending on their role or relationship to a record. When a user opens a record, they will only see select actions, buttons, and menus. For this to be calculated, they will always need access to the module.

We recommend reviewing all preset dynamic security group when you first configure your system security.

This article shows you where you can view and manage dynamic security groups.

1. Viewing groups

As dynamic security groups are based on relationships to records, you can't create new ones beyond the ones available in the system by default.

To view dynamic security groups:

1. Access the Administration module.
2. Select Security.
3. Choose Groups.
4. Look for groups with a tick next to them.

2. Managing groups

2.1. Editing groups

You can make changes to the group name and description at any time.

To edit a group:

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

4. Click Save (Tick icon).

2.2. Deleting groups

To avoid issues with record access and management, there is no option to delete dynamic security groups.

1. Viewing groups

As dynamic security groups are based on relationships to records, you can't create new ones beyond the ones available in the system by default.

To view dynamic security groups:

1. Access the Administration module.
2. Select Groups (under Security).
3. Look for groups with a question mark next to the icon.

2. Managing groups

2.1. Editing groups

You can make changes to the group name and description at any time.

To edit a group:

1. Highlight the group in the list.
2. Select View / Edit....
3. Make required changes.

2.2. Deleting groups

To avoid issues with record access and management, there is no option to delete dynamic security groups.

Further reading

• Assigning permissions to users and groups
• Creating and managing static security groups