A security group defines the resources, projects and clients that are available to the group and the logins that are members of the group. In this way, it is possible to restrict users with similar responsibility to the data that is relevant to them.

Select Security Groups from the Security section of the Administration menu. A search screen appears so you can process a search (as described at Searching and Filters ) to list matching options:

 

Click Add to create a group record. For a listed group, you can click   then:

Open

to access the record.

Clone

creates a group with the same general details as the selected one. You must specify a code for this entry and can change other details.

Code Converter

to change the code of the security group if it is incorrect. All affected records will be updated.

Delete

to delete the group, after confirmation, providing it is not in use.


When adding or amending, an input screen appears so that you can enter required data. The screen has several tabbed forms and you can select each one in turn by clicking the required tab.