Content
- Introduction
- Enabling Security Groups
- Configure Security Groups
- Access Security Groups
- Access from User ID
Introduction
This article is meant to assist you with enabling, configuring and accessing Security Groups. Security Groups allow user security permissions – for multiple users – to be to changed one time in a central location instead of making separate changes within each user ID. This ensures consistency across your agency and saves time when adding users or changing permissions.
You must be an Agency Administrator to enable, configure, and access user security groups.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or you can contact support@extendedreach.com.
Enabling Security Groups
Before enabling security groups, consider the types of users in your agency and what permissions you would want to grant them. You’ll want to think of a name of each group, for example: “Staff”, “Supervisors”, “Leadership”, etc. If a particular user needs a custom security configuration, you can choose to leave them out of a group.
Enabling the security groups feature allows you to create security groups. To do so, hover over System Settings (under Administration) and click on “System Configuration”.
Image: “System Configuration Access Screen”
Go to the General tab and click on the “Edit” button at the top of the screen.
Scroll down System Settings to “Options” and check the box next to Enable User Security Groups. Be sure to save your changes!
Image: “System Configuration: General Tab – Enable User Security Groups”
Configure Security Groups
There should now be a new “User Groups” option in the menu on the left side of your Workspace under Administration. Hover over System Settings, click on “User Groups”, and then click on "Add User Group".
Image: “User Groups Access Screen”
Complete the fields in the General tab.
Image: “Add User Group General Tab”
Using the Group Name field, enter in the name of the User Group you are creating. Additionally, provide a description of the group in the "Description" field.
Image: “Add User Group: Group Information”
Security Rights
Similar to how a User ID is set up, use the Security rights section to determine what the employee can and can't do in the system. Place a checkmark next to the items that you want them to be able to do in extendedReach.
Image: “Add User Group: Security Rights”
Access Security Groups
From the menu on the left side of your Workspace under Administration, hover over System Settings and click on “User Groups”. This is a quick view of all User Groups that have been created, including number of members, description and last modified.
Click on a blue hyper-linked User Group to view details.
Image: “User Groups Access Screen”
Click on Edit to make changes, once you have made your changes, be sure to Save!
Access from User ID
Go to the User IDs under Organization Settings > User Ids. From a User ID, click on Edit, and scroll down to the Security Rights section.
Image: “User ID Edit Screen”
The security permissions for this user are then locked down and can only be edited through the User Group. You can also change their User Group at any time.
When you select a Security Group, the permissions will be locked based on the group selected. However, if you select “No Group Assigned”, the User ID Rights can be customized.
Image: “User ID Rights Screen”
