Creating access groups
Prerequisites
- Access to the Configuration > Access group (CM011) menu.
- Properly registered license key.
Introduction
Access groups have the purpose of granting or restricting access to the menus of the SoftExpert Suite components for specific users.
These groups are fundamental to ensure data security, preventing unauthorized people from making changes to information recorded in the system.
To create an access group, it is necessary to specify the component to which the group is applied and select the menu items that will be available to users.
See how to create access groups in the system:
Configuring an access group
The menus that will be available for access configuration in the Menu permissions tab will vary according to the profile of the license that is associated with the access group: Manager, Staff, Basic, or View.
The permissions referring to portals, available for access configuration in the Other permissions tab, will vary according to the profile of the license that is associated with the access group:
| Manager |
By default, this license type has permission to:
*Only portals created by the user themselves, or if the editing mode is allowed for when the accessed portal is shared. |
| Staff, Basic, or View |
By default, these license types have permission to:
*Only if the user defines the editing mode for when the accessed portal is shared. |
Only users with a Manager license can assign access permissions.
Configuring authorized users
The last configuration to be set in the access group data is to manage the users who belong to the group:
1. On the access group data screen, select the Authorized users tab.
2. Click on the Add button.
3. Search for the users who will be part of the group. Keep the Only active users field checked if you do not wish to view inactive users in the search.
4. Select the desired users and click on the Add to the group button.
5. After adding the desired users, click on the Close button to return to the access group data screen.
6. Hover the mouse over the 
symbol if you wish to view the data of the added user.
7. If you need to delete a user, select them and click on the 
button.
• If the user does not have at least one access group associated with their profile, they will not be able to log in to the system.
• An access group can also be associated with a user through the File > Organizational unit > User (AD004) menu in the Administration component.
Conclusion
Once the access groups are duly created and associated with the profiles, the users can access the system.