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Case Management: Manage security group permissions

In this article, we will explain how to grant read-only, delete, full access and read permissions.

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Written by David Bayley-Hamilton
Updated over 5 months ago

Security Items enable you to control user permissions for each security group. To show where permissions have been assigned, the permissions are colour-coded.​

Dark green

The permission has been granted

Light green

The permission is inherited from a parent item.

Red

The permission has not been assigned.

Yellow

The permission has been assigned unnecessarily.

  1. Select the required security group, then click the arrow icons to display the available items.

  2. Select the check boxes to apply the relevant permissions:

    • Create: To give the security group full access and allow the creation of new records, select this option. If selected, the Delete, Update and Read options are also selected by default. If you select Create at the parent level, the sub-module items show light green to denote that permissions to these items have cascaded from the parent permission.​

    • Delete: To give the security group permission to delete a record, select this option. If selected, the Update and Read options are also selected by default.​

    • Update: To give the security group permission to update a record, select this option. If selected, the Read option is also selected by default.​

    • Read: To enable read-only access, select this option.​

    • No Access: To deny access to the parent item, select this option. ​

    • Full Access: To enable full access at a higher level to the security item, where Create, Delete, Update and Read don't fit into the category, select this option.

Permissions required to manage security groups

To permit administrators to access Security Manager to manage Users, Teams and Security Groups, the relevant permissions must be enabled within Security Manager, User Management for both Security Groups and Users.

  • The Full Access check box must be selected for Security Manager, this will cascade the permissions to Security and associated sub-modules, and User Management and associated sub-modules.

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