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Set up security groups
Use security groups to assign security permissions to staff for working in Practice CS. With security groups, you can assign staff various levels of security permissions and protect the application's features.
Select
Setup
, then Security Groups
.note
This menu command is available only when the
Enable Firm Security
checkbox is marked in the Preferences
tab of the Firm setup screen.Add a security group
To create a security group, do the following.
- SelectAdd.
- Enter a name for the group in theDescription.
- Mark or clear the checkboxes next to the permissions you want to assign to the security group in thePrivilege Selectionpane. Refer to More about security privileges for additional information.
- When finished, selectEnter.
The Security Groups selection list shows the names of the security groups that have been set up.
note
If a staff member belongs to multiple security groups and permissions conflict, the application grants the greater permission. For example, if 1 group includes
Add
permissions for Access Other Staff
and another doesn't, the staff member receives Add
permissions.Delete a security group
- Select the group you want to delete in the Security Groups list.
- SelectDelete.
- If the group has no assigned staff members, you'll be prompted to verify the deletion.
- If the group has one or more assigned staff members, you won't be able to delete it.
note
You can't change or delete the Administrator security group. The Administrator group has all security permissions. All firms need to assign at least 1 staff member to the Administrator group to ensure that all areas of the application can be accessed.