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How to Manage Permission Groups

To view all permission groups 

  1. Click on Admin on the top navigation. 
  2. From the Admin menu, select Human Resources.
  3. Click Permissions on the left menu.

 

To create a new permission group

  1. Click on Admin on the top navigation. 
  2. From the Admin menu, select Human Resources.
  3. Click Permissions on the left menu.
  4. In the Groups section, click Add.
  5. In the Add Permission Group window, fill out the desired fields on the Details page.
  6. Click Save & Continue.
  7. Click anywhere on a section heading to expand the section.
  8. Check the desired grants.
    • NOTE: To Select All in a section, select the checkbox on the row, resource, or sub-resource.
  9. Optional: Click the Add iconScreen Shot 2018-09-19 at 10.49.01 AM.png  to add policies.
    1. In the Customer Permissions window, select the desired policies.
    2. Click Apply.
  10. Click Save.

 

To edit a permission group

  1. Click on Admin on the top navigation. 
  2. From the Admin menu, select Human Resources.
  3. Click Permissions on the left menu.
  4. In the Groups section, click Edit icon Pencil Edit Icon.png  on the row of the desired permission group.
  5. In the pop up window, update the desired fields on the Details page.
  6. Click Permission in the left menu.
  7. Click anywhere on a section heading to expand the section.
  8. Update the desired grants.
  9. Optional: Click the Add icon Screen Shot 2018-09-19 at 10.49.01 AM.png to add or edit policies.
    1. In the Customer Permissions window, select the desired policies.
    2. Click Apply.
  10. Click Save.

Caution: Editing a permission group will affect the permissions of all users assigned to that permission group.

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