Table of Contents
Create Group
Navigation:
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Go to: Admin > Security > Security
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Click Define Security Group
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Click Add New Group
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Title: Name this permission
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Group Type: Choose from the dropdown (Private is used in most cases)
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User Type: Who will need the permission?
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Click Save
Defining Elements:
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Go to "Currently Defined Groups Page"
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Search for the Group you just created
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Click Show All
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Click on the Default Global Group under " Permissions" subtitle
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Click Show all Elements
Copying and Exporting from a Default Permission Group
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Navigate to: Admin > Security > Security> Define Security Groups
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Select Export Permissions next to the default group to download the permissions.
- Navigate back to your newly created Custom group and select the hyperlinked name/title.
Custom created groups are hyperlinked. Default groups are bold and are unable to be selected.
- From here, select the upload file, and upload the previously exported permissions from the Default group you'd like to copy.
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Select Import Permissions, then you will receive a message saying the import was successful.
- To edit these permissions, navigate back to your Custom Group and select Set Permissions to remove or add permissions.
- Select Set.
To Define Users
- Add Group to the individuals who need it by selecting the Members section.
- Go Back to Define Users and Assign the Groups
- View this Guide to review Defining Users in Depth: