Create a New Security Group

Security configuration within EXACT help configure groups of users to only access areas & settings that are relevant to their roles.

EXACT will have been configured with security groups when you first had EXACT set up but sometimes roles can change and new roles can be created which require different access to other staff members.

Please Note: EXACT Users ticked as “Administrator” in Configure, User settings have full access to EXACT and are not restricted by any security settings even if included in a security group.

To create a new Security Group go to Configure->Security

In the security window click on +1 to create a new security group
Enter the code and description of the new security group.

There are hundreds of security options so we recommend you start by copying an existing security group and change the security as required from there. If you click Copy Security, select and security group and click ok.

Alternatively, you can choose All On to tick everything and take things off one by one or start from nothing and tick only what they need.

You can tick or untick any options you want or don't want the user to have access to.

EXACT security options are grouped in a tree (Parent/Child) format, with each item listed on the furthest left being a main category. The subcategories are shown when the tree is expanded (by clicking on the + next to it). The tree structure closely follows the Menu structure of EXACT.

Access to EXACT menu items, features and processes is set up via a security tree. If they have access to an item, that item will have a tick in the check box next to it.

If you do not want the security group to have access to options in a main category, then do not tick the box for those options on the far left (such as Transactions or Reports). If the Security Group should have access to all/parts of a main category, then the box next to the category will need to be checked as well as the box for each of the items they are allowed to access.

Once you have configured the security group click Ok.

By default users can only create other users that belong to that security group, this is to stop users creating a user with a security group that gives them access to areas of the software they are not allowed.

However there is an option on the security section that will allow them to create users for different groups. Under the Configure->Security area there is a Can Create Groups option. Clicking this will allow you to select which security groups they can create users for.

On the right are the security groups they can create users for and the other groups on the left. Using the arrow options you can move a group to the right to allow access or move to the left to restrict access.

Once you have created your security group it is ready to assign to users which can be done when creating a new user or via the User Settings area. See https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1433895821