Setting Security Groups

User access is granted using security groups.

Each of these groups is defined as to what document types users can access, what fields they can edit, and what sections of the system users have available to them.

To grant access, an Administrative User at your company will need to add the appropriate security group to the user’s profile. 

How to Assign Access to a User

User Management is available on the Dashboard under the Configuration tab.

Within User Management, select the "Edit User" option, and then open the drop-down menu to select the user you would like to give access to.

In that user's profile, scroll down to the security groups, and in the Available Groups section click on the security group you would like to add to their profile. Then, click the arrow icon to add to their Assigned Groups section.

Once the security group is added, click Submit. This will update the user's profile and grant access to that group on their next login.

How to Remove Access from a User

In the user's profile, scroll down to the security groups, and in the Assigned Groups section click on the security group you would like to remove from their profile. Then, click the arrow icon to remove it from their Assigned Groups section.

Once the security group is removed, click Submit. This will update the user's profile and remove access to that group on their next login.

For more detailed information on Security Groups

Security Groups by Role

Security Group Descriptions