Security: Users and Roles
  • User Security Page
  • Create User
    • Restrict Data Access
    • Deleting a User
    • Reset Password
    • User Status
      • Blocking a User
      • Activating a User
  • Create User Group
    • Assigning Custom Fields to Group Users
  • Various User Roles
    • Viewer Role
    • Admin Role
    • Non-admin User Roles
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User Security Page

You can create users/ user groups and assign various app permissions using this page.

NextCreate User

Last updated 6 months ago

Pre-requisite: The Security module will be visible under the Apps menu and in the left side menu panel only for those users who are created either containing the Admin role or have permission to access the Security module.

Check out the walk-through on how to access the Security page.

  • Select the Security module icon from the Apps menu.

OR

  • Select the Security module icon from the left-side panel of the Platform Homepage.

  • The Security page opens.

    • You can see a list of created User Groups on the left side of the screen whereas the right side displays the list of Users who are part of any selected group.

    • By default, the landing page displays All Groups selected from the User Groups list and All Users selected from the Type drop-down menu containing the Active Status.

  • The user can create a new Group or User by clicking the New menu option.

Please Note: You can search for a specific user or group using the Search Group or Search User option once some users and groups are created.

Accessing the Security module
Two Ways to access the Security Module