User Groups


  • Introduction
  • Overview of Security Groups
  • Enabling Security Groups
  • Configure Security Groups
  • Access Security Groups
  • Access from User ID


This article is meant to assist you with enabling, configuring and accessing Security Groups.

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at

Overview of 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.

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 Organization Settings and click on “Organizational Preferences”.

Image: “Organizational Preferences Access Screen”

Go to the Settings tab and click on the “Edit” button at the top of the screen.

Scroll down to Additional Settings and check the box next to Enable User Security Groups

Image: “Organizational Preferences: Settings 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 Organization Settings and click on “User Groups”.

Image: “User Groups Access Screen”

Click on “Add User Group”.

Image: “Add User Group Screen”

Complete the fields in the General tab.

Image: “Add User Group General Tab”

“Group Information”

Image: “Add User Group: Group Information”

Field Name Description
Group Name A name of the User Group – can be changed at any time.
Organization Your agency name.
Description A description of the group.

“Security Rights”

Use this section to check which rights you want to provide to the worker in the system. For more information on specific Security Rights, please read our User Security Permissions article. 

Image: “Add User Group: Security Rights”

Access Security Groups

From the menu on the left side of your Workspace, hover over Organization Settings and click on “User Groups”.

Image: “User Groups Access Screen”

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 Group Screen”

Click on Edit to make changes and be sure to save any changes.

Image: “User Group Edit Screen”

Access from User ID

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 currently locked down.

Image: “User ID Rights Screen”

You can select a different Security Group from the drop-down menu if you wish.

Image: “User ID Rights Screen: Group Options”

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: No Group”