Security groups

The Security Groups page can be accessed by navigating to Left navigation pane  System Setup  Security and going to the Groups tab.

Arrow pointing to Security link in System Setup section

Permissions

A security group is a group that is assigned various permissions in the system that can be applied to individual users. The default security groups and the permissions granted to each:

Table 1. Permissions for Cases and Persons
Security Group View Add/Update Delete

GeneralUser

General_Financial

General_Seal

General_Seal_Financial

LocalAdminUser

PowerUser

Power_Financial

Power_Seal

Power_Seal_Financial

Super

Super_Financial

Super_Seal

Super_Seal_Financial

ViewOnly

Table 2. Users, Sealing, and Financials permissions
Security Group Administer Users Seal Cases, Documents Use Financials Administer Financials

GeneralUser

General_Financial

General_Seal

General_Seal_Financial

LocalAdminUser

PowerUser

Power_Financial

Power_Seal

Power_Seal_Financial

Super

Super_Financial

Super_Seal

Super_Seal_Financial

ViewOnly