Security groups
The Security Groups page can be accessed by navigating to
and going to the Groups tab.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:
Security Group | View | Add/Update | Delete |
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✔ |
✔ |
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✔ |
✔ |
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✔ |
✔ |
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✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
✔ |
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✔ |
Security Group | Administer Users | Seal Cases, Documents | Use Financials | Administer Financials |
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✔ |
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✔ |
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✔ |
✔ |
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✔ |
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✔ |
✔ |
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✔ |
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✔ |
✔ |
✔ |
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✔ |
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✔ |
✔ |
✔ |
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✔ |
✔ |
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✔ |
✔ |
✔ |
✔ |
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