Change Assigned Security Group
Open User Permissions
- Click the user icon in the upper left of any module to open the dropdown menu.
- Choose the Settings option to open the settings screen.
- Locate the user in the list of users on the left side of the screen and double-click over the user’s name. This will open the user properties window.
View Permissions
Permissions can be set as part of a security group or be applied to the individual. We recommend viewing the current permissions to find if the permission you want to change is part of a group or has been individually assigned.
- Select the Permissions button. This will open a complete list of all permissions in the program.
- Click over the module of the permission you want to verify in the list to the left.
- Optionally, you may type into the search bar to narrow the list shown.
- When viewing the permission, check to see if the permission is inherited from a group or applied to the individual only.
- If the permission is applied individually, you can simply check the box, or uncheck the box if it is a restriction.
- If the permission is inherited from a group, You may need to either change the security group that the user is assigned to, or adjust the entire security group.
- Click the Save button in the lower right to return to the user properties window.
Change Assigned Security Group
On the right side of the user properties window, any groups that the user has been assigned to, will show.
- Click over a group to highlight it in the list and choose the Remove button if you want to remove the user from a group.
- Click the Add button to open a window where you can choose the security group or groups to which this user should belong. This will assign the permissions of that group(s) to this user.
| IMPORTANT: Be careful if you add a user to more than one security group. If a user is assigned to multiple groups and one group allows permission while the other restricts permission, the user will be restricted. |
- Check the group you wish to assign to the user.
- Click the Save button to return to the user properties window.
- Once you have set the group permissions, choose the Save button in the lower right of the user properties window. This will close the window and return you to the settings page.
If you need to create a new group to adjust permissions for the entire group, please refer to the steps to copy a security group.