Security Groups allow you to set granular permissions for any non-admin group in your account.
It's available in Admin > Security Groups - by default we have a Technicians group that all your techs are assigned to.
If you are looking for Single Customer Permissions - head here
What it does:
Allow you to set permission levels on what can be edited, created and deleted, or viewed in the app at an individual or group level.
What it doesn't do:
Find the droids you're looking for.
You can configure groups then head to Admin > Users, Details to assign users to a group.
Here is how to configure Security Groups.
1. Head to: Admin > Security Groups. There you'll see the default groups we set up for you:
3. Click Edit to adjust what permissions the group has. (These will change over time as features are launched and permissions are requested, we will try to do the reasonable thing by default.)
4. Once you have your groups set up, head to: Admin > Users > Details for a user you want to assign to whichever group you want them in.
NOTE: Global Admins cannot have security permissions imposed on them. They have full access. All Global Admins can also delete other users/techs (including other Global Admin) and change billing information. Because of this, it is best practice to have the least amount of Global Admin on an account as possible. Ideally, there should be only one Global Admin on an account.
You can choose to have the User in more than a single security group if you want. A use case may be that someone is a tech with Time Clock admin abilities. Another may be a manager that doesn't have full delete capabilities in the system.
Key Words: Permissions, Security Permissions, Security Access, Access Rights, Rights, Permissions, Clearance, Security Clearance