Security Groups

Add New / View / Edit / Delete / Add Administrators to Security Group

What is a Security

A Security Group is used to limit administrative access at the Enterprise level to a group of accounts in the Enterprise. These are frequently set up to mirror the Regions but they don’t need to be.

Add New Security Group

  1. Go to: People >> Administrators >> Security Groups
  2. Click the [+] button in the “Security Group” header (or click the [+ New Security Group] button)
  3. Enter a Security Group name (maximum 100 characters)
  4. Select the module(s) that will use the Security Group
  5. Select the organization(s) that will be part of the Security Group
  6. Select whether or not administrators can view emails sent from any administrator or only view emails that they themselves have sent (default)
  7. Optional: Enter a description
  8. Click the [Save] button

View

  1. Go to: People >> Administrators >> Security Groups
  2. Hover over the Options icon beside the Security Group
  3. Click on “View”

Edit

  1. Go to: People >> Administrators >> Security Groups
  2. Hover over the Options icon beside the Security Group
  3. Click on “Edit”
  4. Make the desired changes
  5. Click the [Save] button

Delete

  1. Go to: People >> Administrators >> Security Groups
  2. Hover over the Options icon beside the Security Group
  3. Click on “Delete”

NOTE:

You cannot delete a Security Group that has administrators associated with it.

Add an Administrator to a Security Group

  1. Go to: People >> Administrators >> Enterprise Administrators
  2. Click the [+] button in the “Name” header (or click the [+ Add an Enterprise Administrator] button)
  3. Search for the existing administrator either by username or first/last name
  4. If multiple names are retrieved, select the desired administrator
  5. Select the desired “Security Group” (or “Full Administrator”) from the drop-down list

Other Tutorials Related to Account Groupings

Regions

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