Assign Security Group to users

Assigning Security Groups to Users is done by going into the User's preferences and changing their security settings. To edit an existing User's security settings:

• Navigate to System Tools > System Security > Users and open the relevant User account.
• Select to change User's preferences and select Next.
• Select the Security tab.

• Select the relevant Security Groups that the User should have access to (for example, US Companies Read and UK Companies Standard).
• If you want the User to also have Read-Only access to the remaining Entities, then the All Records (Read Only) Groups can be selected too. However, this applies the default Read Only role, therefore it may be necessary to create new Read Only Roles and Security Groups if you need to restrict access to certain areas within Entities.
• Select Finish.

If NO Security Groups are selected, the User will have access to ALL Entities in the system and the Default User Role will be applied to them. Otherwise, if Security Groups are selected by the Administrator, the Default User Role will determine the User's access to the program as a whole. In other words, when a User is not inside an Entity to which a Security Group applies, the Default User Role rights will take effect. When a User is inside an Entity, the Default User Role is overridden with the specific User Role rights connected to the Security Group applied to the User and that Entity.