Security Groups and associated permissions enable system administrators to configure user access to Synergy Case Management for administrative functions.
Log in to Synergy Case Management and click Security Manager within the Administration & Tools group on the ribbon.
Click Security Groups from the User Management group on the ribbon to open the Permissions tab.
Add a new security group
Click Add within the Groups group on the toolbar.
Enter a name for your new Group; Group names must be unique.
Click Save, or using your keyboard, click Ctrl + S to save the new Group.
Click Close.
Add group members
When users are assigned to multiple groups, they will inherit the maximum security permissions available.
To add an existing user to a group, click the Edit Members button within the Groups group on the ribbon.
Use the search field to narrow down the results.
Using the checkbox in the Un-Selected panel, select the required user.
Click Close, then click Save.