Add or Edit a Permission Group

Overview

The Permission Groups that are set up for your entity can be used to manage what data can be seen by a Staff/Admin user in your portal.

By default, your portal will include two preconfigured Permission Groups: Permanent and Contingent. You can edit the existing permission groups and add extras as required.

Add a Permission Group

To add a permission group:

1. Go to Config > System Setup > Permission Groups > Add Permission Group.

2. Enter a name for the Permission Group.

3. Tick the ‘Enabled’ checkbox to make the permission group available for assigning.

4. If the permission group should fall under a parent group, select this from the Parent Group drop-down list.

5. Enter an Outbound Alias, if required.

6. Click Save.

Edit a Permission Group

To edit an existing permission group:

1. Go to Config > System Setup > Permission Groups.

2. Click the Permission Group you would like to edit.

3. Edit the fields and click Save.

You’ll be able to edit any of the fields when viewing the settings of a permission group. Changes made to the settings of a permission group will apply to any users that are assigned to the group.