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Security Groups

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Overview

Each Flex user is assigned to a security group. Users are granted specific system permissions based on the security group to which they are assigned. For example, a warehouse employee who is assigned to the Shop Techs security group will have most inventory-related permissions granted, but not many financial or administration related permissions.

By default, your Flex system includes the following security groups:

  • Accounting
  • Administrators
  • Inventory Managers
  • Management
  • Registered Users
  • Restricted
  • Sales Reps
  • Shop Techs

You can rename, add, or delete security groups as needed.  You can also change the permission settings of these existing groups and customize any new group that you add.

Changing Security Group Permissions

  1. Click the Main Menu,  System Settings, then select Security Groups.
  2. Click the  Options Menu icon of the security group that you want to edit.
  3. Click View Permissions.
  4. Select either Deny or Grant for each permission option. At this level, Inherit will generally result in a denied permission. An icon to the left of each permission name shows whether the permission will be granted () or denied () to users who are members of this group.
  5. Click SAVE in the bottom right.

Permission_Example.png

 A user's permissions are set on login. If you make changes to their security group these will not be updated until they log out and back in.

Adding a Security Group

  1. Click the Main Menu,  System Settings, then select Security Groups.
  2. Click the  New Security Group button (in the lower left).
  3. Enter the new security group information.
    • Name: The name of the security group, like Account Managers, Shop Techs, etc.
    • Description: Details about the security group (optional).
    • Member Groups: This field will eventually be phased out but is available for customers who have values selected and need to disable them. Selecting new values is not supported.
    • Security Policy: Learn more on the Security Policies page (optional).
  4. Click OK.

The new security group is now ready to have the permissions updated. All permissions will default to Inherit with a denied result. Learn how to do this in the above Changing Security Group Permissions section.

Editing Security Group Settings

  1. Click the Main Menu,  System Settings, then select Security Groups.
  2. Click the  Options Menu icon of the security group that you want to edit.
  3. Click  Edit.
  4. Edit the security group information.
    • Name: The name of the security group, like Account Managers, Shop Techs, etc.
    • Description: Details about the security group (optional).
    • Member Groups: This field will eventually be phased out but is available for customers who have values selected and need to disable them. Selecting new values is not supported.
    • Security Policy: Learn more on the Security Policies page (optional).
  5. Click OK.

Double-clicking the security group will also open the edit menu.

Deleting a Security Group

  1. Click the Main Menu,  System Settings, then select Security Groups.
  2. Select one or more security groups with the check box.
  3. Click  Delete Selected Lines in the bottom left.
  4. Check the "I Agree" box and then click Yes.

If you receive an error telling you that you cannot delete the security group, try removing the group from all user’s “Default Group” and “Group Membership” fields. You can quickly view who is assigned to a group by clicking the  Options Menu and selecting View Members.

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