How to Create a New Security Group

Who is this article for?

  Administrators who are managing Coruson

  Administration access is required.

Coruson security and access is managed through groups and dynamic roles.

A dynamic role is a relationship that the user has with the record (e.g. the report owner, the document author, etc). 

A group is a collection of users who are then assigned a level of access because of their membership in the group.

This article outlines how to create a new security group and is split into the following sections:

1. How to Create a New Group
2. How to Assign Members
3. How to Assign Permissions
4. Further Reading

1. How to Create a New Group

1. Click on the Navigation menu.
2. Click on Administration.
3. Click People & Security.
4. Click Groups.
5. Select the Add  icon on the top right hand side of the screen.
6. Enter the required information:

• • Name: A clear, concise and meaningful name for the group.
  • Description: A brief outline of the purpose for the group.

Example: Safety Managers. This group provides members access to submitted reports within their area of the business.

7. Click Create.

2. How to Assign Members

Members can be assigned to the groups individually (i.e. the administrator searches for the user and adds them) or through their organisational unit (i.e. their location within the organisation).

To assign members individually:

1. Open the group.
2. Click on the Individual Members tab.
3. Search for the desired user.

4. Click the user.
5. Click the Add  button.

To assign members via organisational units:

1. Open the group.
2. Click on the Organisaton Unit Members tab.
3. Click the Add  button.
4. Search for your organisational unit.
5. Select the desired groups.

Reminder! When users change organisational units (OUs) their group membership will change, and as a result their permissions will change.

3. How to Assign Permissions

1. Open the group.
2. Click on the Security tab.
3. Select the Module.
4. Click the Add  button next to the type of security you need to assign.

4. Further Reading

• How to Create a New User
• How to Manage Dynamic Roles