Security Groups

• Overview
• Changing Security Group Permissions
• Adding a Security Group
• Editing Security Group Settings
• Deleting a Security Group

Overview

Each Flex Assets user is assigned to a security group. Users are granted specific system permissions based on the security group to which they are assigned. For example, an employee who is assigned to the User security group will be able to view contacts and inventory, but may not be able to edit or delete contacts and inventory.

By default, your Flex Assets system includes the following security groups:

• Administrator
• Financial
• Managers
• User

You can rename, add, or delete security groups as needed. You can also change the permission settings of these existing groups and customize any new group that you add. On the  Main Menu, find  System Settings, and select the Security Groups tab (as shown below) to complete any of these actions or see the next sections for step-by-step instructions.

Changing Security Group Permissions

1. Click the  Main Menu,  System Settings, then select Security Groups.
2. Click the  Options Menu icon of the security group that you want to edit.
3. Click  View Permissions.
4. Select either DENY or GRANT for each permission option. At this level, INHERIT will generally result in a denied permission.
5. Click SAVE.

Adding a Security Group

1. Click the  Main Menu,  System Settings, then select Security Groups.
2. Click the  New Security Group button (in the lower left).
3. Enter the new security group information.
   • Name: The name of the security group, like Managers, User, etc.
   • Description: Details about the security group (optional).
4. Click OK.

The new security group is now ready to have the permissions updated. All permissions will default to INHERIT with a denied result. Learn how to do this in the above Changing Security Group Permissions section.

Editing Security Group Settings

1. Click the  Main Menu,  System Settings, then select Security Groups.
2. Click the  Options Menu icon of the security group that you want to edit.
3. Click  Edit.
4. Edit the security group information.
   • Name: The name of the security group, like Account Managers, Shop Techs, etc.
   • Description: Details about the security group (optional).
5. Click OK.

Deleting a Security Group

1. Click the  Main Menu,  System Settings, then select Security Groups.
2. Select one or more security groups with the check box.
3. Click  Delete Selected Lines in the bottom left.
4. Check the "I Agree" box and then click Yes.

If you receive an error telling you that you cannot delete the security group, try removing the group from all user’s “Default Group” and “Group Membership” fields. You can quickly view who is assigned to a group by clicking the  Options Menu and selecting  View Members.