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Security Groups

Security Groups​

Security Groups are used to manage user access at a broad application level. They determine which parts of the application a set of users can access through Module Security. Security Groups are also used in other security-related features, such as Dimension Security and File System Permissions where rules can be assigned based on group membership. You can also assign a Security Group as the owner or contributor of a workflow task or action.

On the Security Groups page, you can create, edit, and delete security groups, as well as manage which users belong to each group.

Create a New Security Group​

  1. Click [+ New Group]
  2. Select [+ New Security Group]
  3. Enter the group name
  4. Select Module Security
    This determines which parts of the application users in the group can access.
  5. Click [Save]

Edit a Security Group​

  1. Either right-click on the row or click the ellipsis on the right side of the row for the group
  2. Click [Edit]
  3. Modify the group name or Module Security
  4. Click [Save]

Delete a Security Group​

  1. Either right-click on the row or click the ellipsis on the right side of the row for the group
  2. Click [Delete]
  3. A confirmation message will appear
  4. Click [Yes] to confirm deletion

Edit the Users in a Security Group​

  1. Either right-click on the row, click the ellipsis on the right side of the row, or click the number of users in the group
  2. Click [Users]
  3. Select or deselect the users you want in the group
    You can use the Filter Users search to find a specific user.
  4. Click [Save]