Through the management portal, system admin users can create custom groups for users within the organization. Furthermore, these user groups can have their own set of permissions within the relevant product. Currently, custom user groups are available for Intake and Activate.
Creating a Custom User Group
To create and manage custom user groups, your user will need to be part of the “Management - SysAdmin” group within Management Portal module access. If you have access, select the Settings Cog and then the User and System Setup option to get to the User Management Portal.
In the top right corner, there is a button called “Manage Groups”. After clicking this button, a modal will open to allow you to Manage Security Groups.
To create a new group, press the New Group button in the top right corner of the Manage Security Groups modal. Once this new group is created, it will need a unique group name and the relevant users can be added or removed in the Add Users section. You will need to select the product that this group should have access to. Users can also be added to different security groups through the individual user edit modal.
Assigning Permissions to a Custom User Group
After all relevant users are added to the new custom permissions group, proceed back to “Portfolio / Activate Setup” in the Settings Cog menu and select the “Permission” tab. Users will either need the “Edit Permissions” permission or be a part of the Activate - Admin user group to proceed.
On the Permissions tab, any new custom groups created will show up as a new column on the right side of the table. For custom groups, we can check and un-check each permission to provide access to the group. For more details on what each permission will grant to the users in the group, please see this page: Activate Permissions Breakdown. After making edits, make sure to press the “Save” button in the top left corner.
Permissions cannot be edited for the default Admin, Standard, and External groups.