The Security Groups page under the Security tab of the Admin Navigation Menu provides the ability for Users to view a comprehensive list of existing Security Groups, along with their associated Permissions and Users. The page also allows you to assign or remove users from Security Groups, add new Security Groups, and delete Security Groups. 

 

Availability 

Users with any of the following Permissions may manage this page: 

  • System Administrator 
  • Security Administrator 
  • Support 

 

Navigation 

Admin > Security> Security Groups  

 

What are Security Groups? 

Security Groups are a group of Users with specific permissions/access to different iSite pages and features. Instead of assigning permissions directly to individual users, permissions are grouped together and assigned to Security Groups that determine what Users within the group can access on iSite. This ensures the security and safety of information, guaranteeing that Users can only view information and pages that they are allowed to. 

 

When you join a Security Group, you automatically gain access to the permissions associated with that group. This makes it easier for administrators to manage access, as they can update permissions for an entire group rather than for each user individually. 

 

If you try to access a page or feature but don’t have the necessary permissions because you’re not in the right Security Group, you’ll be redirected to an "Unauthorized Access" page. This will inform you that you need the appropriate permissions. In that case, you can reach out to a Portal Administrator to request access to the necessary Security Group. 

 

The Security Groups List 

The Security Groups list displays all existing Security Groups within a license. The Security Groups list displays the following information: 

    • Name: The name of the Security Group, which identifies it within the system. Is required when creating a Security Group.  
    • Description: A brief explanation of the group’s purpose and the functionalities it covers. Is required when creating a Security Group. 
    • Is Private: Indicates whether the group is private. Private security groups cannot be seen on most selections or lists within iSite.  
    • Permissions: Shows the number of permissions assigned to the group and a summary of the permissions assigned, detailing what members can access or do. 
    • Users: Shows the number of Users in the group and a list of members who belong to the Security Group, showing who has the associated permissions. 
    • Last Updated: The date and time when the group was last modified, providing context for recent changes. 

 

How to Add a New Security Group 

There are two ways to add a new Security Group 

First way:

  1. Click the "Add New Security Group" button in the toolbar. 
  2. In the Properties tab, fill in the specified properties:  
    • Name 
    • Description 
    • Is this a Private Security Group?  
    • Assigned Permissions 
  1. Navigate to the Membership tab 
  2. Select the Users you want in the Security Group by clicking the check box next to each User. 
    • You can select all Users by clicking the check box next to "Assigned Users" at the top of the list, highlighted in blue. 
  1. Click the "Save" button to create the new Security Group or click the "Cancel" button to abort the creation process.

Second way: 

  1. In the Security Groups List, select the record to be edited by clicking the name.
  2. Once you’re in properties, click "Add New Security Group" on the toolbar found on the top.  
  3. Fill in the appropriate information on the Properties and Membership tabs 
  4. Click the "Save" button to create the new Security Group or click the "Cancel" button to abort the creation process.  

 

How to Edit a Security Group  

  1. In the Security Groups List, select the record to be edited by clicking the Title.  
  1. When the page loads, you won’t be able to edit until you click "Edit Properties" on the tool bar 
  1. Make the changes you want to make in the Properties and Membership tabs 
  1. Click the "Save" button to update the Security Group or click the "Cancel" button to abort the editing process.  

 

How to Delete Security Groups  

**Deleting a Security Group is a permanent change and cannot be reversed** 

There are two ways to delete a single Security Group 

 

First Way: 

  1. In the Security Groups List, click the check box next to the Security Group that you want to delete. 
  2. Click the "Delete Security Groups" button in the toolbar 
  3. In the confirmation message pop-up, click the "Yes" to permanently delete the selected Security Group or click the "No" button to abort the deletion process. 
  4. The selected Security Group will be permanently deleted from iSite. 

 

       Second Way:

  1. In the Security Groups List, click the name of the Security Group you want to delete. 
  2. Once you’re in Properties, click the "Delete this Security Group" button in the toolbar. 
  3. In the confirmation message pop-up, click the "Yes" to permanently delete the selected Security Group or click the "No" button to abort the deletion process. 
  4. The Security Group will be permanently deleted from iSite. 

 

Deleting multiple Security Groups at a time: 

  1. In the Security Groups List, click the check box next to each Security Group that you want to delete. 
  2. Click the "Delete Security Groups" button in the toolbar. 
  3. In the confirmation message pop-up, click the "Yes"button to permanently delete the selected Security Groups or click the" No" button to abort the deletion process. 
  4. The selected Security Groups will be permanently deleted from iSite. 

  

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