Setting Up Security Group General Information

If you have the appropriate security permissions, you can create a security group using the Security Group Profile window.

To create a security group, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
2. Do one of the following:
3. Add a security group.
4. Click New in the Create group on the Home tab, or right-click the grid and select New > Security Group from the menu to create a security group.
5. Copy an existing security group.
6. Do one of the following to create a security group with settings from an existing group:
   • Select an item in the grid and click Copy in the Create group on the Home tab.
   • Right-click an item in the grid and select Copy from the menu.
7. The security group profile displays with all information from the originating security group, except for the name and description.

Note: Only the organizational units that you have rights to create security groups for are copied to the new group.

8. Edit an existing security group.
9. Do one of the following to display the security group profile for review or editing purposes:
   • Select a group in the grid and click Open in the Edit group on the Home tab.
   • Right-click an item in the grid and select an option from the Open sub-menu.
3. Click General on the navigation panel
4. Enter a name for the security group in the Security Group box. This name must be unique in the system.
5. Enter an optional description for the security group.
6. In the Application of Rights section, select the organizational units whose rights will be affected by the new security group. The organizational units listed may include the firm, regions, offices, or business units.

   Select an office or business unit and click View Office Profile to view the office profile of the selected record.

7. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.