{"id":60693,"date":"2023-12-22T16:37:15","date_gmt":"2023-12-22T16:37:15","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=60693"},"modified":"2024-07-26T15:16:25","modified_gmt":"2024-07-26T14:16:25","slug":"setting-up-security-groups","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/setting-up-security-groups\/","title":{"rendered":"Setting Up Security Groups"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through setting up security groups<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Security Groups enable you to group your users together to make it easier to apply permissions to documents. You could set these up as departments to ensure that staff in your conveyancing team are unable to view documents for family matters for example, or the groups could be designed around your staff members&#8217; seniority.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Set up Security Groups<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Supervisor &gt; System Setup &gt; Security Groups and click on Add Group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select New at the top of the screen to bring up the following area:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"167\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-281.png\" alt=\"\" class=\"wp-image-2373\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-281.png 551w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-281-300x91.png 300w\" sizes=\"auto, (max-width: 551px) 100vw, 551px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter an appropriate name for your Group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, Conveyancing Team or All Staff and then enter a description, which would generally be the same as the name of the group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select Save and repeat for any further groups as required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Users now need to be linked to any new groups which have been created. Right click on the group you want to link users to and select Edit.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"303\" height=\"73\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-284.png\" alt=\"\" class=\"wp-image-2378\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-284.png 303w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-284-300x73.png 300w\" sizes=\"auto, (max-width: 303px) 100vw, 303px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tick the box to the left-hand side of a user\u2019s name to link to the selected group, repeat as required and click Save.<\/p>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">Please note that this list of users will include supervisor users and therefore they will still have full permissions.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"162\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-285-1024x162.png\" alt=\"\" class=\"wp-image-2380\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-285-1024x162.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-285-300x47.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-285-768x121.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-285.png 1632w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide will take you through setting up security groups Security Groups enable you to group your users together to make it easier to apply permissions to documents. You could set these up as departments to ensure that staff in your conveyancing team are unable to view documents for family matters for example, or the [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[179],"tags":[],"class_list":["post-60693","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-system-setup"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Up Security Groups - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through setting up security groups\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/setting-up-security-groups\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up Security Groups - Osprey Approach Customer Support &amp; 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