Managing User Groups

A user's user group controls the user’s access rights. In other words, access rights are not defined via individual users but by the user group or groups to which that user belongs. To change a user's security rights, you can edit the groups to which a user belongs or edit the security rights of the entire group. However, note that editing the security rights of an entire group will affect every member of that group.

Adding User Groups
Editing User Groups
Deleting User Groups

Adding New User Groups

New users can be added to ServiceCEO by the Administrator.

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Security from the Categories bar. The Admin - User Access Rights dialog box appears.

Click New, press CTRL+G, or select File > New > New Group. The Details and Rights sections will become active.
Type the group's name into the Name field.
Type a description of the group in the Notes field.
Select the appropriate check boxes in the Rights section to determine the security rights of each user that will be assigned to this group. An explanation of each security setting is located in the Security Rights Table.

Tip:
To quickly assign all rights to the group, click . To quickly remove all access rights from a group, click .

Repeat steps 3-6 to add additional groups.
When complete, click Save and Close.

Editing User Groups

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Security from the Categories bar. The Admin - User Access Rights dialog box appears.

Select the user group you want to edit.
Make any changes to the user group as necessary. An explanation of each security setting is located in the Security Rights Table section.

Tip:
To quickly assign all rights to the group, click . To quickly remove all access rights from a group, click .

Repeat steps 3-4 to edit additional groups.
When complete, click Save and Close.

Deleting User Groups

You can delete any user group in ServiceCEO. No confirmation notice appears, so be sure you want to delete the user group before you click Delete. Note that deleting a user group will automatically remove the security rights of that group from all users assigned to that group.

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Security from the Categories Bar. The Admin - User Access Rights dialog box will appear.
Select the name of the group you would like to delete.
Click Delete.
Click Save and Close.

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See Also:
Security Rights Table