Security Groups: Add or Update another User's Permissions

Security Groups allow you to set permissions based on roles or employees. In this article, we delve into adding new security groups, editing security groups, and adding security to roles.

In this article:
Creating New Security Groups
Editing Security Groups
Adding Users to Security Groups
Adding Security Groups to Roles
Adding Vendor to User
Adding CEO to User

Creating new Security Groups

To create new security groups follow the directions below.

New Groups

1. Click Tools, then Setup.
   
2. Click Security Groups.
   
3. Click Create New Group on the left-hand side.
4. Give the security group a name and a description (this is optional).
5. Click the checkbox for the permission this security group should have, and click Create Group.  For a guide on what permissions means check out: Security Groups Overview.

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Editing Security Groups

Editing Groups

1. Click Tools, then Setup.
   
2. Click Security Groups.
3. Select the security group from the options on the left-hand side.
4. When you have selected the group, click Edit Group Permissions, on the right-hand side.
5. You can change the name, add or edit the description, and add or remove more permissions. When done, click Save.

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Adding Security Groups

Adding Users to Security Groups

Once you have created the security groups, you can add them to employees or roles.

Adding Users

1. Click Tools, then Setup.
   
2. Click Security Groups.
3. Click Employees.
4. Click Add Employees to Group.
5. You can use the search bar to search for the employee you would like to add or select "Add Multiple Employees".
6. If Add Multiple Employees is selected, you can search for employees by department, role, or office. You can also choose to include all employees.
7. You can also use the "X" on the right-hand side to remove any employees.
8. When done, click Add Employees.

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Adding Security Groups to Roles

You have two options to do this.

Option One

1. Click Tools, then Setup.
   
2. Click Security Groups.
3. Make sure Roles is selected.  Click Add Roles to Group.
4. You can search for Roles by using the search bar or selecting Add Multiple Roles.
5. If Multiple Roles are selected, you can search for the role on the left-hand side or use the checkbox to select the roles you would like to add. You will see the green icon  if the role already exists in this group.
6. When done, click Add Roles.

Option Two

1. Click Tools, then Setup.
   
2. Click Roles/Departments/Offices.
3. Select the role you would like to add the security group to.
4. Click the Security Groups tab.
5. Click Assign Security Group.
6. Select the Security Group you would like to add to this role, you can see what permissions they will have and you can also select "Check Permissions" to see what they will be able to do based on your selections.
7. When done, click Save.

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Adding Vendor to User

Vendor

1. Click Tools, then Setup.
   
2. Click Users.
3. Navigate to the user you would like to assign as a Vendor. You can also use the search bar on the top right.
4. Click on the user. Click Edit User.
   
5. Next to the Username, you will see a checkbox for "Non-Employee Vendor".
6. When done, click Update User Details.

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Adding CEO to User

The CEO "permission" will live on the Edit User page as a designation for an employee. This will allow goals to be aligned with the CEO.

CEO

1. Click Tools, then Setup.
   
2. Click Users.
3. Navigate to the user you would like to assign as the CEO. You can also use the search bar on the top right.
4. Click on the user. Click Edit User.
   
5. Next to Designate as the organization’s CEO (only one person at a time may be designated as CEO), click on the checkbox.
6. When done, click Update User Details.
7. If you wish to change the CEO, you must first select a new person as CEO. Navigate to the user and click the checkbox; this will remove the CEO from the other user. Only one person can be designated as CEO.